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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (16327)1/25/2000 1:18:00 PM
From: SecularBull  Read Replies (3) of 54805
 
Lindy, don't you see the lock on CDMA as an inspiration to others to displace QCOM's advantage in this cycle of discontinuous innovation? Having a lock on the technology is not always the best LONG TERM strategy. Conjecture, yes. But how many instances in the past can you point out that the company with the lock was on top indefinitely? (Sorry, that's kind of an open-ended question.)

Regards,

LoF
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