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

To: paul_philp who wrote (52286)	7/22/2002 6:32:11 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Paul: Thanks. Very helpful re ARM. Re the Q: <<I agree that 3G and Qualcomm may do well internationally while flailing a bit in North America. However, I do not have anywhere enough background in the dynamics of these global markets. It is not worth my time to learn since I don't think it is knowledge that can easily be re-applied to other technologies.>> Ok, fair enough on time constriants. Understood. (Although I would suggest you think a bit more about whether knowledge of Asia might be "re-applied to other technologies") But the time and considerable effort (very considerable indeed) you have spent on history and the economy would seem to indicate a very deep intellectual curiousity. Most technologies will sell into world markets. And the future does seem to be in Asia. Respect your priorities, but isn't it useful to try to learn about Asian economies and the participation of Asians in technologies? Agree it is a major task. But IMO worthwhile. (How about just China and India?) Having spent a fair amount of my working live either in Asia or Latin America, I find learning about them fun and I would suggest that this is increasingly important in the world of globalized investing. <<In the end, there are plenty of opportunties in markets that I understand and where I have confidence in my knowledge. I will spend my time on those and risk losing the 3G upside.>> FYI It ain't "3G" it is the wireless/internet/intranet - especially enterprise connections with CDMA 2000 with WiFi embedded in the Q's chips. (But you know that of course. <G>) Best, and respect. Cha2