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

To: tekboy who wrote (27218)7/3/2000 12:23:23 AM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> Wasn't it one of the key characteristics of gorilladom that--as opposed to mere kingship--perfect execution was less than critical to the company's fortunes, thanks to the lock it possessed and the workings of the value chain to reinforce the pongid's position?

You're absolutely right, in the long term. But it wouldn't hurt if they executed, too, particularly for the short term.

Since your idea of a ltb&h instrument is a 6 month FOTM option, I think you better start praying for good earnings.

uf

.



To: tekboy who wrote (27218)7/3/2000 9:36:16 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Tekboy, at the risk of being labelled "heretic" or "inattentive", I must review the Gorilla label that we have assigned to QCOM. We have assigned them the Gorilla of CDMA. <p>
Now we see that CDMA is not going to suddenly be the standard or even the prevailant wireless standard. CDMA is competing with GSM. And even the meaning of the therm "CDMA" is in question, as the FUD of WCDMA becomes so visible.


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