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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: rushnomore who wrote (27285)7/5/2000 1:32:58 PM
From: gdichaz  Read Replies (1) of 54805
 
rushnomore: Your point is well taken. The fundamentals drive the company's stock price. And until I read Geof Moore's latest book, I left it at that.

However, what Geof has to say is very interesting.

And he makes clear that concentrating on the "core" is the key to shareholder value and stock price over time. And the sale of the infrastructure and phone handset businesses are right in line with his thinking. Qualcomm's management did more than "outsource" in those moves, Dr J advanced key objectives in deepening and broadening CDMA (and therefore the Q's value chain).

But on reading the book, it does seem that perhaps the idea of taking all the FUD blows from competitors and their allies in the media (who seem to be legion) and just quietly going ahead on the fundamentals, while absolutely necessary, may not be sufficient.

Food for thought.

Best.

Cha2

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