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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%Jan 16 9:30 AM EST
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To: Don Mosher who wrote (32981)3/1/2003 11:21:08 AM
From: Jim Mullens  Read Replies (2) of 197251
 
Hi Don. Thanks again for your daily effort in updating your essays. I must confess that you are overwhelming me and I’m getting behind in reading and absorbing everything. Re: your latest and “discontinuous or disruptive substitution games.” I can’t recall if you in your studies and writing you have discussed Clayton Christensen and his book “The Innovator’s Dilemma- When New Technologies Cause Great Firms to Fail”. I read it as a recommendation from George Gilders book list. It seems to me that Qualcomm fits that picture to a tee, yet CC fails to recognize it as such. I recall GG mentioning the same when he tried to get CC to join his outfit.

Have you read CC, and if so do can you comment?

Thanks again, jim
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