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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (13249)	7/24/2001 11:19:43 PM
From: saukriver	Respond to of 196562

Mike, I think it is useful to confine GG discussion of QCOM to the G&K thread. I ventured into discussing GG principles earlier today so I apologize to Ramsey. He has done just an excellent job of keeping this thread focused on QCOM fundamentals (non-trading stuff). Although I agree with you that the fundamental point about QCOM is its gorillaness, I respect that Ramsey may not want such concepts as value chain, tornado, etc. discussed here. We should discuss QCOM more on the G&K thread. For example, I am not sure that there has been enough discussion on the G&K thread whether the departure of any single person really affects a true gorilla. Oops. saukriver