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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (7410)10/3/1999 8:45:00 PM
From: gdichaz  Read Replies (1) of 54805
 
Mike: Your 10th reading of the Cisco case study and mine come up with similar results. I agree with your distinctions among the Cisco tornadoes and that only one was essential to Cisco's gorilla status - the router tornado. At the time however, the others were very important in my case to not only keep me in Cisco but for me to concentrate more and more on Cisco as I sold its rivals. The router tornado seemed to be weakening when the switches seemed to be a real challenge. In the event, the router held. But that was not so clear living through that period. (Of course at that time there was no Gorilla Game so there were no such concepts anyway - just competing players in networking with different strengths and weaknesses.) All the GG analysis is after the fact.

In the case of Qualcomm we are living through the GG with knowledge of Gorilla Game concepts in place. I agree that the key tornado is that of CDMA itself. That is the lock. But I was suggesting that the wireless/internet nexus and the wireless data explosion I see coming up very very fast are major reenforcing tornadoes for the Q whether or not they turn out to lead to additional gorilla tornadoes. Guess what I am suggesting is that the Q is in a stronger position because of them IMO than if the Q had to rely exclusively on its voice CDMA position.

Still thinking about this in terms which I hope are useful right now re the Q itself.

Cha2
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