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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (3438)	7/5/1999 10:46:00 AM
From: mauser96	Read Replies (3) of 54805

As long as QCOM makes handsets they are direct competitors of companies like Nokia. It's possible that QCOM sees themselves more as an intellectual property company and a supplier than as a manufacturer. If so, they might be in the position that Lucent was when it was part of AT&T . AT&T competitors wouldn't buy from LU because it would strengthen AT&T. This lead to the spin off of LU. Companies like GE and Tyco have been successful in large part because they never own a company that isn't either #1 or #2 in it's business ( or has an exceptional chance of supplanting #1 or #2 sometime soon). Companies that are #3 and further down the chain will usually stay low profit also rans with little power to influence the market. The ownership of the cell phone manufacturing part isn't liked by many institutions. Most of the analysis I have seen on it indicates considering the high capital costs, they are likely losing money on this part of the business.. Does QCOM see its future more like LU or RMBS than like NOK? Stay tuned for next weeks show...

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