Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: thecalculator who wrote (37603)	1/7/2001 8:41:30 PM
From: Thomas Mercer-Hursh	Read Replies (1) of 54805

It would help if we were talking the same language or speaking from the same viewpoint. INTC ran away from DRAM because it became a commodity item with little company-specific IP or control (a state which Rambus seems to be changing). I see little in common between this and the position MCOM will be in when very high speed wireless data is available ubiquitously, starting first in the very markets which MCOM is strong. You want THE GORILLA wireless stock in the forseeable future? Well, I gave it to you. Unless you are offering QCOM stock for free, it would help if you were using the same language we are.

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