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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Martin Atogho who wrote (3626)	7/10/1999 2:23:00 AM
From: Uncle Frank	Read Replies (1) of 54805

>> what is so so special for it to be crowned a gorilla so early on. Martin, I hope you're a speed reader. We started discussing Qualcomm's Gorilla Quotient after Mike Buckley made post #833 on March 25. The thread's thought processes and conclusions are documented in the ensuing posts over a 45 day period. Based on a recent survey I conducted, 7 of 8 G&K regulars now own Q <g>. I always enjoy reading Mike's landmark post: ******************************************************************* I hope everyone noticed that Ericsson and Qualcomm came to a major agreement today that will enable customers to more quickly adopt the CDMA technology. The two companies agreed to support one common standard. A lot of potential customers were holding off on choosing one technology over the other until the suit played out. Now that the suit will never get to court, let the adopting begin. I'm sure we'll here from Chaz who has already posted in the AOL folder that this news is equivalent to the product crossing the chasm. Gorilla Game devotees will take note that the authors recommend waiting to invest in enabling technologies until the tornado forms. If you're not familiar with CDMA, it is an enabling technology. Ericsson estimates there will be 16 million wireless handsets sporting CDMA technology in 2001.

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