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

To: Eric L who wrote (28272)	7/18/2000 2:01:04 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Eric L: Thanks. As always. But much as we try to understand the real world and/or each other, that is difficult. Real world: (My view) Asia. The future. Wireless connection to the internet: Samsung, the engine Qualcomm, the brain. (Please let me know yours) Well, that is a little bit simplified, but curious how the standards process will bring the momentum involved above to a stop, particularly in current spectrum. Each other: Eurocentric, Asiacentric. Standards focused, market focused. Expert, non. Well, not quite, but en parte. (What thinkest thou?) In any case it is fun for me to learn from you and others here, in the meantime of course we agree on the practical way to deal with Qualcomm - hang on to every share we own. Best. Cha2