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

To: paul_philp who wrote (51602)	6/1/2002 5:05:57 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Paul: Thanks to you have had access to Rule the World analysis. There seems to be understanding in depth of all computer and "broadband" related technologies, but the treatment of wireless seems less than robust. And Qualcomm seems to be a footnote or one to ignore. Do I misread? Best. Cha2 PS The reason I ask here is that IMO Moore and his fellow authors were victims of their experience (which was computer centric) in writing the Gorilla Game and missed the possibilities of wireless and specifically Qualcomm as a potential gorilla, while this thread saw that posibility, investigated it, and decided yes - the Q qualified as a gorilla in CDMA.