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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (7284)10/1/1999 2:45:00 PM
From: Eric L  Read Replies (1) of 54805
 
tekboy,

<< I'm not sure how representative QCOM is of the higher primates, but its chart is certainly distinctive, with official chasm-crossing (the Ericsson deal) representing a clean break and a dramatic difference in returns. >>

Let it be recorded that the date of the official chasm crossed date was March 25, 1999. Thucydides (Sir Thucididies ) take note. On that day they became the 3G Gorilla, the Gorilla of wireless Air Interfaces that enable 3G regardless of technology and a major player in 2G wireless by virtue of real recognition of cdma outside of the Gilder Gang. Some are even calling them the Gorilla of Wireless or Wireless Data but that is a stretch, IMO.

<< How true was that of the other known gorillas? >>

I'm not sure that the date can be fixed as definitively for any other Gorilla, although one could probably pick a date for Intel (based on an IBM decision) or Microsoft (based on an IBM decision) if so inclined.

For me, it is the only time I have been invested in a Gorilla before the crossing date so it is pretty exciting.

For those that are not totally of the CDMA persuasion there is an interesting article about John Stanton called "VoiceStream Takes Big Bite, Swims With The Sharks" at:

wirelessweek.com

For those of us heavily invested in Qualcomm, objectively watching what the competition is up to, sure does not hurt (IMO).

BTW: Good thoughts on Rambus. TGFTT on that number. I was darned close to leaping before and even after recent events trying to catch another Q early.

- Eric -
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