AI
I'll continue to link Don's writings over here as they come out.
Please note his comments below
From: Don Mosher Thursday, Jan 30, 2003 4:45 PM
View Replies (2) / Respond to of 31922
Steve, I hoped that I had made clear in post 31767 that I was the author. I am posting a series of slightly rewritten and reorganized mini-essays drawn from a comprehensive Special RTWReport on Qualcomm entitled, "Breakthough Ideas Create Strategic Architectural Control." Should I add, " that I wrote?" Each excerpt is marked by "Breakthrough Ideas."
I put a lot of work into reading this board and all of the Qualcomm white papers and in writing the special report to improve my own understanding of Qualcomm and to practice qualitative stock analysis. I am pleased that you and Moenmac have found them helpful.
The RTWReport Editor, Matt Tomkins, plans to place the report on a free part of his web site after some technical problems are worked out. I believe his original web site hosting company may have gone out of business.
www.rtwreport.com/
I hope these posts are educational and useful to some of you. As long as I am receiving positive feedback, I will continue to present them, about 200 pages worth. A few pages are not priceless, so I may omit them (gg).
But, for better or worse, I wrote them, sticking close to what I read when the technology became complicated. I even started to believe I understood a little bit about some of this stuff. Writing clarifies the mind.
Please note his comments below
From: Don Mosher Thursday, Jan 30, 2003 4:45 PM
View Replies (2) / Respond to of 31922
Steve, I hoped that I had made clear in post 31767 that I was the author. I am posting a series of slightly rewritten and reorganized mini-essays drawn from a comprehensive Special RTWReport on Qualcomm entitled, "Breakthough Ideas Create Strategic Architectural Control." Should I add, " that I wrote?" Each excerpt is marked by "Breakthrough Ideas."
I put a lot of work into reading this board and all of the Qualcomm white papers and in writing the special report to improve my own understanding of Qualcomm and to practice qualitative stock analysis. I am pleased that you and Moenmac have found them helpful.
The RTWReport Editor, Matt Tomkins, plans to place the report on a free part of his web site after some technical problems are worked out. I believe his original web site hosting company may have gone out of business.
www.rtwreport.com/
I hope these posts are educational and useful to some of you. As long as I am receiving positive feedback, I will continue to present them, about 200 pages worth. A few pages are not priceless, so I may omit them (gg).
But, for better or worse, I wrote them, sticking close to what I read when the technology became complicated. I even started to believe I understood a little bit about some of this stuff. Writing clarifies the mind.
