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

To: Eric L who wrote (27326)	7/6/2000 12:49:35 PM
From: Mike Buckley	Respond to of 54805

Eric, If active participants ask me to reduce the number of posts on QCOM I file, I will. Just the opposite, I implore that you continue as you've always been doing. I don't pretend to understand everything you write, but the balance of thought you rpesent (both pro and con) helps me make sense out of the muddle. --Mike Buckley

To: Eric L who wrote (27326)	7/6/2000 3:11:15 PM
From: Mrjns	Read Replies (4) \| Respond to of 54805

Thank you all for the kindness demonstrated to my somewhat unpleasant post on QCOM. I was half expecting to get flamed out for my rude first post but the mention of lawsuits & blackmail irked me. As far as I understand the Gorilla status is based on the CDMA IP & not the chip sales and the whole issue may boil down to whether QCOM will receive significant royalties in WCDMA,if & when it becomes the de facto 3G standard. Last year's spectacular run (& the Gorilla moniker) was based implicitly on total ownership of all forms of CDMA. It might come down to a patent infringement lawsuit and the settlement thereof (hence the IDCC analogy). the waters are very muddy & a lot of spin doctoring is going on. To me a Gorilla is something like pornography - know it when you see it - not something with a lot of riders on it. Given all this uncertainty I feel it's appropriate to question the Gorilla status from an academic/objective standpoint and maintain the standards of this board. I am not a short and am very interested in the discussions on this thread and it's a jungle out there ( meaning lots of bona fide Gorillas at different levels of maturity ) Once again thanks for the kindness. Great thread,Great minds.