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

To: Eric L who wrote (22164)	4/3/2000 5:14:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Eric L: Pleased to see your "take" on Qualcomm, CDMA and related issues, and that you see Mike's update as a strong contribution to our overall understanding of both where the Q is a year later after his first major analysis, and where it may be in the near and more distant future. I particularly respect your judgement because you see both the CDMA and GSM(and TDMA) technologies, standards situations and other essential issues (such as politics) in a much more objective fashion than many do. And that is based on a strong experience base as well as overall smarts. Now after making nice, (easy in this case), a favor please. Would you keep this thread informed as time permits on "smart cards"? While there is no gorilla nor king yet in that area, IMO it is a key area of technology to watch. This is a little stretch perhaps for here but suggest it is relevant to understanding relevant current and potential gorillas and kings - most importantly and specifically - Qualcomm. Best. Cha2

To: Eric L who wrote (22164)	4/3/2000 5:16:00 PM
From: Mike Buckley	Respond to of 54805

The first is the "Front Office" update and the second is "QCOM" revisited. Thank you for noticing, Eric. To write both those posts on the same day required a lot of time. I'm writing this before reading the rest of your post. That's because right now I love ya and don't want to spoil the mood should I find that you disagree with me in other parts of your post. LOL! :) Seriously, thanks again. --Mike Buckley