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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (53727)	3/21/2003 10:53:41 PM
From: gdichaz	Read Replies (2) of 54805

Mike a.k.a. Merlin: <<Yes, but how do we define the investable product category? << Since this is a subject which I enjoy discussing, please permit me to answer your question directed to Eric L as best I can. [Eric L will no doubt reply - and I look forward to that] "The investable product category" is mobile wireless. Qualcomm is the Gorilla of CDMA within that, no? Best and respect as always. Cha2 PS Good to see life in this thread. PPS Still very interested in your traditional annual Qualcomm update - the time for that is fast approaching.

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