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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mr.Fun who wrote (3227)	6/28/1999 9:09:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

To Mr Fun: Much appreciate your reply which very much clarifies your views as far as I am concerned. To echo Uncle Frank, hope you will drop back here when you can. Speaking for myself, I know I can gain from your insights and this is a highly dynamic situation - almost like a horserace. Having followed Frank Collucio's posts on the Last Mile and other SI threads, I second your recommendation as one who is still trying to learn but way way behind people with deep knowledge like yourself. I have found his posts to be comprehensive and detailed yet enlightening. Delighted he is posting here. Your views on the Q which is the new gorilla in the eyes of many here are particularly appreciated. Would welcome any comments on JDS/Uniphase which emerges as a new combined company today . For example, do you see LU likely to continue as a customer into the future, or develop its own competing products, or perhaps even both? Not a gorilla but perhaps a king or prince in the terminology here. And if you could give us your broad view of fiberoptics that would help. Again thanks. Cha2

To: Mr.Fun who wrote (3227)	6/28/1999 10:02:00 AM
From: chaz	Read Replies (1) \| Respond to of 54805

Your 2) I am not aware of LU as having a significant position in either optical or wireless. Am I clueless, or just not up-to-date on LU? Your 4) QCOM a good designer of basic technology, but not of products. OK, that confirms my opinion that Q is destined for Gorilladom. The products can be designed elsewhere, Q owns the tollgate. Anyone disagree?

To: Mr.Fun who wrote (3227)	6/28/1999 7:05:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Remember, patents have a life of 17 years, and QCOMs are already 4-5 years old. My understanding is that most of Qualcomm's patents are pending. I have no idea of the relative importance of the pending ones. --Mike Buckley

To: Mr.Fun who wrote (3227)	6/28/1999 8:50:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 54805

Mr. Fun, You are far too generous. Thank you, nonetheless. After only two days on this thread I can see where there has been more than just a little bit of fuzziness in my own thinking on many issues which I seldom delve into quite as deeply as you folks have. It's also obvious that this thread has attracted an extraordinary membership of posters, which makes the discovery of it all the better to me. I'm not yet qualified, however, to use the Thread's vernacular and protocols, as it were, to be sure. Or to answer questions, yet, that have to do with the specific parameters which are keyed to the Jungo-Royal Hierarchy set forth in the bylaws. I'll be reading the book in short order (per the recommendations of Lucius via PM, and others whom I have grown to respect), however, so bear with me for a while. Thanks again, Mr. Fun, and All. Regards, Frank Coluccio ps - I just took a brief look ahead downstream during my allotted edit time. You folks wouldn't be setting me up here, now... would you? -g-

To: Mr.Fun who wrote (3227)	6/28/1999 9:49:00 PM
From: red jinn	Read Replies (2) \| Respond to of 54805

thread: i want to clarify Mr. Fun's statement that Q's patents only have about 12-13 years left b/c they're 4-5 years old and the "life" of a patent is 17 years. That's true for patents that are that old, i.e., have been issued that long, but, as of a couple of years ago, the life of a patent is now 20 years from the date it's filed, regardless how long it may take to "issue." in other words, regardless of the time between the date the inventor or his company files and the date the Patent Office issues the patent and notifies the world that the patent exists, the "life" of the patent is 20 years from the date of filing. so any new patents of Q - or anybody else - will be measured on the new basis. note, however, that a patent can't be enforced until after it has issued. best, red jinn