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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Thomas Mercer-Hursh who wrote (47854)10/12/2001 10:07:13 PM
From: gdichaz  Read Replies (1) of 54805
 
Thomas: Hey this is fun. Seems like the "hypothetical" you just posted might be not too far off what might actually happen for Qualcomm. But who knows.

Your point that such a pattern is more feasible for a company which is not dependent on building up manufacturing capacity in house is an eye opener for me.

(Always learning - <G>)

The basis for Qualcomm's earnings from royalties and the design of chips and software such as the steady stream of chips with increased quality and speed as well as BREW in software is well known, but I for one had not put that together with the advantage of being able to achieve especially rapid earnings growth without the drag of needing to build up internal manufacturing capacity - if demand ramps up sufficiently fast .

Thanks.

Cha2

PS And I do plead guilty of being an optimist - a glass half full has always seemed better than considering it half empty.
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