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 (37051)	12/26/2000 1:44:11 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Mike: Looking at Qualcomm's top line growth (revenue) is a problem even without the data part, as you know. The sales and spin offs of revenue earning elements past and future, make that somewhat difficult for benchmark purposes and as a proxy for the wireless data tornado adoption not very useful. Perhaps after Spinco happens, and starting a year or so from now it might have a role - suggest not yet. I once spent some time trying to find quantitative proxies for quality. It was fun, instructive and difficult. Suggest finding a useful quantitative proxy for the wireless data roll out (which will be broader than just CDMA/HDR(1xEV))will be difficult, to put it mildly. In the meantime I would suggest that we look ahead and use whatever means seem somewhat useful even though they may be difficult or even impossible to quantify meaningfully. Best. Cha2