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: techreports who wrote (47077)	9/25/2001 12:30:38 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

techreports, I hope others pipe in about this topic. but how can I rank how good the management is? I don't think it's a matter of ranking them. Instead it's a matter of whether or not they have earned our investment dollars. For me, the most important issues are whether or not management has been truthful and effectively leveraged the company's competitive advantages over a long period of time. As an example, I would put Qualcomm at the top of most any list relative to the issue of truthfulness. Regarding management's track record of having effectively leveraged the company's competitive advantages, I'm less positive. I still believe it is way behind on establishing a "CDMA Inside" mantra and the company hasn't been as effective with its investments in other companies as much as I would prefer. --Mike Buckley