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

To: Mike Buckley who wrote (12243)	12/7/1999 9:19:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Anything can happen. That's why I diversify. Ahem (tm)! If you add your qcom common and qcom LEAPS together, can you still claim to be diversified? If not, what are you going to do about it? It's tough getting off a rocket ship that's still accelerating without getting bruised <g>. uf

To: Mike Buckley who wrote (12243)	12/7/1999 11:03:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Mike, to what extent does SNDK or GMST face the same risk? Both of their business models incorporate aggressive litigation to protect their patent positions. Both have a broad series of patents that they can point to (I do not know the breadth of VISX's patents). And both GMST (especially) and SNDK have successful litigation track records. Is that a differentiator of Gorillas from potential gorillas, the extent to which their proprietary positions have already been demonstrated in the courts? Just thinking out loud. Best, JS that's what can happen when a discontinuous innovation is thought to be proprietary and is later determined that it isn't