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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (44388)7/13/2001 9:08:31 PM
From: gdichaz  Read Replies (1) of 54805
 
Mike: With respect, and of course you know that is a given.

China is China.

But China is complex.

No one in his right mind would pretend to predict what will happen in China.

We watch and wait.

Yes, Qualcomm may be wrong, wrong, wrong, to have put the effort into China that it has.

But who knows?

All I have suggested is that the idea that what was reality in the past, may not be reality now.

Perhaps it is.

But perhaps it is not.

Best.

Cha2
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