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


To: DownSouth who wrote (27851)7/13/2000 3:14:25 PM
From: MarkR37  Respond to of 54805
 
Amazon Interview with Moore.http://www.amazon.com/exec/obidos/tg/feature/-/53340/ref=ad_b_be_2



To: DownSouth who wrote (27851)7/13/2000 5:06:20 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Its ASICS are to CDMA IPR what MS Office is to MS Windows.

And frankly, I don't understand why people don't get it. Dr. J said in the annual shareholders' meeting that the chips aren't any good without the software. If you can guess who develops the software you've got a high-margin gorilla's name to fill in the blank.

--Mike Buckley