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Amy,

Ok, remember I'm new to all this info, so bear with me

Basically, all I meant was that, given the 6 RB criteria in the book and somewhere on this site I am sure, QCOM doesnt meet them. RB's tend to look for breakthrough stocks. The main argument against what I just said would probably be something to the effect that CDMA is their breakthrough and that they do have the IP protection etc for sustainable advantage and on and on...

Do not blaspheme the Brothers in my presence! No, but really, could you elaborate? I think the Rule Breaker port is fabulous, mostly.

Well, while I am mostly a Rule MAKER type investor, and hence my interest in QCOM and its technology, I may not be too fit here. Basically, what I have seen on the RB port lists in recent months has been squabbling and lots of hissy fits basically.

As for the port itself I find that it is a great port and a great way to invest if you have the stomach for it (I dont). They basically hit great on two (AMZN and AOL), and the final tally may not too great on the rest. The key to that port, if you follow it (IMO here), is to follow the CONCEPT not the port. I think many folks on the boards over there missed that point. I.e. being in AMZN when they got in is great, being in AMZN thsi past 6 months or so hasnt been (I'm neither fyi). I suspect that you, Amy, have the right idea going out there looking for the NEXT RB companies.

For mycroft about wireless being the next wave::

Hmmm, I agree. However, I also think networking is the next big thing in the next 10 years too so I am sweating how I allocate my $$. Admittedly the two concepts are related (MCOM being a great example). What do you think of Teligent versus MCOM's approach??

Back to Amy:: did that help clarify what I said.. Sure hope so my fingers are tired..

cheers,

jgc

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