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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (21921)	3/31/2000 6:59:00 PM
From: Mike Buckley	Read Replies (2) of 54805

Cha2, You're suspended for the next ten minutes from acting as my agent. :) On the other hand, Qualcomm itself was a new area, brand new and not covered by the original book, since the authors were talking about the area they knew - computers and related software. Telecom itself was an extension of GG - an experiment in applying GG principles. Irwin Jacobs said it better than I can paraphrase it: "The chips aren't worth anything without the software." Qualcomm, by and large, is a software company. It's not unreasonable to think that a proprietary, open architecture in any software sub-industry is fodder for Gorilla Gaming of the purest form. --Mike Buckley

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