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

To: Climber who wrote (7329)	10/2/1999 8:05:00 AM
From: Mike Buckley	Respond to of 54805

Climber, Thanks for joining us! I am not the student of Intel's earlier days that you are and you provided a lot of insight. Thanks much! I don't know about the business model that was driving those decisions, but the echoes of those days sound a lot like what I hear coming out of QCOM now. Yes! And when people say that Qualcomm's business model is looking more and more like Intel's, your historical comparison really drives home the point. You aren't aware of it, but I just used my Merlinesque magic to permanently remove you from lurk mode. I look forward to seeing more of you. --Mike Buckley