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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Thomas Mercer-Hursh who wrote (44952)7/26/2001 2:41:09 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Thomas,

Could any of us invest in QCOM based on "growth, marketshare, resources, financial health and stock valuation" without understanding the difference their intellectual property makes and what its role will be in future markets?

I don't want to accidentally waste your time with semantics, but I think intellectual property comes under the category of resources. I think the role IP and other resources play in future markets comes under the category of growth.

As a case in point, I don't have the foggiest idea about how CDMA works or why it may or may not work better than TDMA or GSM. I never have and I never will. But I am cautiously optimistic about my understanding of how the markets that will adopt those products might develop.

--Mike Buckley
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