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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Wyätt Gwyön who wrote (6196)	9/11/1999 11:49:00 PM
From: Uncle Frank	Read Replies (1) of 54805

GM, you've presented a most interesting outline of Qualcomm's choices in the handset business. The unstated but undeniable fact this that Q is in control of its own destiny due to the strength of its ipr. So far, Dr. J. & Company have made all the right decisions, and I'll count on them to continue doing so. Intel makes computer motherboards to promote the advantages of their newest mpu's, and this forces the boxmakers to immediately adopt their new (highest margin) products. My understanding is that Intel makes little to no profit from their motherboard division. Imho, Qualcomm's activity in handsets is a precise replication of Intel's strategy. In both cases, the ploy is part of an Enabling Gorilla's game. uf

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