Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Buckley who wrote (27389)	7/7/2000 10:14:10 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Mike: Very much agree with you on your evaluation of Qualcomm's current status and prospects. Others may not understand that I am trying to be helpful in keeping others here up to date on the current Qualcomm FUD because it affects short term trading and "buying opportunities". But my interest is in keeping up on the technology and therefore try to penetrate the fog as best I can. I try to share that. Again, your statement is very well put and hope that the G&Kers here will give it the weight it deserves (of course they will - who would not?). Best. Cha2

To: Mike Buckley who wrote (27389)	7/7/2000 11:34:53 AM
From: areokat	Read Replies (3) \| Respond to of 54805

>>Due to the complexity of the economic, political and cultural issues, I never expected those details to be easy to understand or appreciate.<< Mike. I'm going to spend this weekend reading more of Porter's books because I think that he details what is going on right now with qcom. In a few months we might be looking back and saying that these were times that further defined qcom's gorillaness. After reading TRFM again for the third time and studying Christensen's book I'm starting to think that the bed rock of the gorilla game is found in "Competitive Strategy" and "Competitive Advantage". My problem with Porter is there is so much detail that it is easy to get lost so I guess I'll have to go over and over each section until I can organize it. I'll also probably use two or three packages of sticky arrows<g>. It seems to me that Porter provides the foundation then Christensen provides critical information on innovation. Then Moore's books focus on the practical aspects of investing in these types of companies as well as providing clues to identifying them. Maybe the CSFB Frontiers report is on the same level as Moore's works? It's kind of interesting to watch the qcom story unfold when you think you have an idea of what's going on in general. Tom