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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Lem45216 who wrote (3463)	7/5/1999 6:24:00 PM
From: mauser96	Read Replies (1) of 54805

There is only so much money and intellectual capital available. Projects that do not earn a handsome return on the invested capital should be dumped, or a company is devouring itself. As a wise general would do, a company should pick the time and place it chooses to do battle, rather than have it thrust on them by others, and it should pick those places where it has the best chance of winning. So it all comes back to my previous statement , does QCOM see itself as a LU or a NOK? It's difficult for a non insider to evaluate a question like this, especially because we don't know the vision of the leaders of the company or it's internal rate of return of various divisions. IMHO, I doubt if QCOM can defeat a company like Nokia at the consumer level for a prolonged period, so I'm inclined to think that QCOM direction should be that of a supplier and enabler of others, much like LU and RMBS. There's still plenty of profit potential in this, and since QCOM phones are hot right now maybe they could get a good price. It's difficult for a company to reposition itself like this. Intel is a good example of how successful it can be.

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