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Non-Tech : The Critical Investing Workshop

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To: TShirtPrinter who wrote (3000)	2/7/2000 10:43:00 PM
From: Jim Willie CB	Read Replies (1) of 35685

Tony, you gotta fully appreciate the new Intel business model it meshes with the gorilla evolution, a thing of beastly beauty it is a rare gem: much higher margins more focus on CDMA chipset division acquisitions in support of the main course eventual, inevitable, relentless, accelerating growth the pure beast play pure plays have associated big advantages... case in point was last week's acquisition of SnapTrack, the global position system on a chip... now QCOM will integrate that little pearl on the enlarged CDMA chip, and with legislation we will sell at a higher margin... the pure play allows for QCOM to focus on attendant functions and features that enhance the CDMA chip's central function... all attendant functions will work toward reinforcing the much larger gorilla margins Gorilla Game: growing margins with passed down costs the loss of revenue is only temporary, and might truly cause a series of airpockets... more than compensated by a pure focus on chipsets with extreme margins... the extreme margins signify something unique and TREASURED by Wall Street... it is the wireless dominator or in your case, as you like it, a dominatrix with whips / Jim

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