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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (1463)	4/24/1999 7:19:00 PM
From: Mike Buckley	Read Replies (2) of 54805

I was inspired by a conversation with my Uncle Frank last night. (That's right folks. It would be an honor to be referred to as his nephew. :) He was drawing parallels between Cisco's past and what might be Qualcomm's future. His thoughts inspired me to ask all of you what point in time in Cisco's history is most comparable to Qualcomm's current status. It would be nice to have an idea about what Qualcomm's future looks like if we make the assumption that it might look a little like Cisco's past. --Mike Buckley

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