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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (51748)6/22/2002 9:56:46 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Eric,

Being a card carrying GGamer myself <g>, and attempting to apply the game to the broad wireless arena, I look at total revenue generated by equipment manufacturers in the arena, and a major component of that revenue derives from infrastructure and their is no sense in even thinking about the consumer game until the pragmatist decision makers at the carriers open the purse strings and do a major infra spend, which they have started to do, but have not done sufficiently to keep the Lucents, Nortels, Ericssons, and other members of Qualcomm's value chain who derive most of their revenue from infrastructure healthy.

I'd like to nominate that as the world's longest sentence. Add to that the fact that it makes a lot of sense is especially admirable. Though the content of the rest of your post was equally up to snuff, the presentatiaon suffered from reasonably short sentences. :)

--Mike Buckley
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