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

To: Don Mosher who wrote (49253)	11/29/2001 5:14:33 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Don. Thanks is an understatement. Your ideas on "platform" and "star node" are particularly helpful IMO. As you know, I try to follow Qualcomm as carefully as I can and found your thorough analysis both consistent with my understanding and stretching the previous knowledge I had. This is exactly the combination of concepts at the theoretical level and tests in the real world that brings home theory by example. (And shines analytical light on the examples) Much appreciated. Will study further. Best. Cha2