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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (50203)2/6/2002 6:25:38 PM
From: gdichaz  Read Replies (1) of 54805
 
Eric L: Since I can't even get the name of Las Vegas right, I must not be a very frequent visitor to their "gaming".

Re Qualcomm, you are certainly correct that just having a technological lock on the future of mobile wireless does not mean success in achieving a stock price advantage - at least in this day and age.

Re Nokia, wish you well.

On the timing of chip introductions, what Qualcomm does is to be open and clear. And to keep pushing the envelope.

Assume you will be at Cannes.

Look forward to your report.

Best.

Cha2
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