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

To: gdichaz who wrote (52287)7/22/2002 6:42:33 PM
From: paul_philp  Read Replies (1) | Respond to of 54805
 
Cha2,

The issue with the Asian telecomm market is that they are very driven by regulatory issues and government policy. It it were simply an issue of understand the end user markets I would be up for the challenge. However, this is as much a political process as a technology markt process and I have zero value add in that area. It also puts me to sleep whereas I like thinking about submicron gate expression. Go figure!

Paul


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