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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: paul_philp who wrote (51606)6/1/2002 10:24:49 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Paul,

Second, I have become convinced that infrastructure markets (telco, wireless) are different enough that the principles of Gorilla Gaming do not exactly apply.

You weren't hanging out around here in our earliest days when many of us concluded that the intervention by governments in the adoption of wireless technology, (whether capitalists, socialistis or communists) are significant enough to realize that while most principles of Gorilla Gaming apply, there are certain other important distinctions that don't. However, it's probably fair to say that Gorilla Gaming doesn't apply to any two sectors in exactly the same way. It's our responsibility as investors to determine the variants and their associated risks and rewards.

Cha2,

Though there hasn't been any in-depth discussion of the wireles sector in the RTW newsletters, I hope you noticed that Qualcomm has always been one of the relatively few RTW companies.

--Mike Buckley
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