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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (21927)3/31/2000 7:15:00 PM
From: gdichaz  Read Replies (2) of 54805
 
Mike: Since my ten minutes are up, please let me remind you that you know better than most the original book's scope. My memory is that it did not cover telecom in any form, shape or manner.

Qualcomm is a telcom stock.

The focus of the software discussed in the original book was related to computers.

Now fortunately there is a convergence with computers as wireless data moves front and center.

But a year ago Qualcomm was a wireless voice company with a software component. I stand by my point.

And the reason Geoff Moore was so slow and almost stubborn in recognizing Qualcomm as a gorilla was that telcom was outside his area of study and experience.

I submit that Qualcomm was a major branching out from the scope of the coverage of the GG book and its authors.

No one here is suggesting we limit ourselves to the computer related stuff that covered are they?

Best.

Cha2

PS Since the anniversary of the time of your introduction of Qualcomm is coming up, it is my view that your analytical skills, thinking and persuasiveness made it clear that Qualcomm was a gorilla in CDMA. Absent that detailed, in depth DD which you presented, Qualcomm might have languished in the jungle - at least for some time.

Hey your sometime agent is trying again - if only in a PS. :)
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