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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jill who wrote (8811)	10/26/1999 12:54:00 AM
From: Mike Buckley	Read Replies (1) of 54805

Jill, Are we sure that another gorilla (MST) is being born, so soon after Q? I'm not sure what you're asking. If you're asking if we're sure that Q is already a gorilla, the answer is that I'm very confident it is based on my understanding of the criteria. You commented in a previous post that even if on the downside Q was a chimp in a niche market that still creates tremendous profits. Understand that I was referring to Jean's charcterization of Q as being dominant of a niche market at best. While I mentioned that I don't know if Q will dominate the total wireless market, that comment also left room for the possibility that it might. That's where Jean and I apparently disagree. She apparently feels it'll never happen. An additional thought I have is how we define a niche market. Right now CDMA is clearly a niche market. But how large does it get before we stop calling it that? I dunno. Thanks for sharing your personal story. You'll never find me trying to convince you there's a better country to live in. :) --Mike Buckley

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