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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: SecularBull who wrote (16331)1/25/2000 1:38:00 PM
From: LindyBill  Read Replies (1) of 54805
 
don't you see the lock on CDMA as an inspiration to others to displace QCOM's advantage in this cycle of discontinuous innovation

Of course! I am sure someone out there would love to discover a new law of nature that would give them a better delivery system for cell phones. I am not going to hold my breath waiting for it to happen.

Having a lock on the technology is not always the best LONG TERM strategy.

Really? I cannot imagine a better one!

But how many instances in the past can you point out that the company with the lock was on top indefinitely?

Define "Indefinitely"!

From the standpoint of investors on this thread, we will point to MSFT, CSCO, and INTC, for starters.

Fiber, we seem to be covering a lot of ground with you that has been plowed on this thread at length. I have read your profile and your posts, and I really think your main interest is short-term plays. A lot of us also do short term, but we come into this from a long-term perspective.

This does not make us better persons than you, or smarter. Just different.

I really don't think you are going to find this thread is a compatible place for you. If you just want to argue with us, to pass the time, fine, but we have found that people who think as you do are happier elsewhere.

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