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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (51608)6/2/2002 11:16:45 PM
From: Eric L  Read Replies (2) of 54805
 
Mike,

<< 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. >>

What is a socialistis? <g>

I was one of those that wasn't hanging out here in the "earliest days", although I did come on board shortly after the Qualcomm capitulation to Ericsson, where Qualcomm gave up architectural control of 3GSM CDMA in return for an advantageous position (unique in the wireless industry) in royalty and licensing revenue based on an exceptional IP platform.

I had of course made my own decision 4 months earlier to fold a 3 year old highly profitable wireless position (a Prince) for Qualcomm, based on Moore's principles.

When I joined in the discussion here (April of 99), I caught up all posts from day one, but I can't exactly recall what thread sentiment existed that supported the statement "while most principles of Gorilla Gaming apply, there are certain other important distinctions that don't."

Perhaps you could give me your recollections of those "important distinctions that don't."

TIA,

- Eric -
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