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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: paul_philp who wrote (52289)7/22/2002 6:57:07 PM
From: gdichaz  Read Replies (1) of 54805
 
Paul: Hey, I have read your willingness to take on very very difficult subjects against emotional posters on both the Middle East and US politics.

So intellectual scope and what might be called "balls" seem very much evident.

Why would a small challenge like China or India be a problem?

Again, this is not in a "telecom" context, which IMO is not the focus. What is key is the entire internet/intranet set of links with a wireless mobile or fixed nexus (or both).

And it is both an enterprise and a plain ole individual consumer market.

That is my interest in Qualcomm. It has nothing to do with 3G as such.

But then, to each his own.

You go your way, I'll go mine.

(Just wish a mind such as yours would consider Asia - beats any focus on Europe - which is really a waste of time - IMO only of course <G>)

Best, and respect.

Cha2
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