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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 (45976)	8/29/2001 4:22:18 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 54805

On the other hand, trying to estimate the future without taking that IP into account, is going to underestimate the future unless the company has a long tradition of innovation on which they have already established their growth. Yes. Absolutely. Take QCOM, for example, they have only monetized a tiny fraction of the total expected return from the CDMA IP. There you go, taking that IP into account... Seems to me that the danger is small. Furthermore, anyone who is likely to underestimate the total return from CDMA IP (or any other IP for that matter) is likely to under-value IP, no? John