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

To: Thomas Mercer-Hursh who wrote (44952)	7/26/2001 2:39:26 PM
From: TheHaj	Respond to of 54805

Could any of us invest in QCOM based on "growth, marketshare, resources, financial health and stock valuation" without understanding the difference their intellectual property makes and what its role will be in future markets? Amen. If we didn't consider the ramifications of Q's IP, based on the previous attributes we would all have "bet the farm" on NOK in 1999/2000. Haj

To: Thomas Mercer-Hursh who wrote (44952)	7/26/2001 2:41:09 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Thomas, Could any of us invest in QCOM based on "growth, marketshare, resources, financial health and stock valuation" without understanding the difference their intellectual property makes and what its role will be in future markets? I don't want to accidentally waste your time with semantics, but I think intellectual property comes under the category of resources. I think the role IP and other resources play in future markets comes under the category of growth. As a case in point, I don't have the foggiest idea about how CDMA works or why it may or may not work better than TDMA or GSM. I never have and I never will. But I am cautiously optimistic about my understanding of how the markets that will adopt those products might develop. --Mike Buckley