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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: t36 who wrote (23187)4/21/2000 12:23:00 AM
From: Eric L  Read Replies (1) of 54805
 
Sue,

<< article on the qcom thread >>

Good post to transport to this thread.

<< thought the idea of qcom being a true gorilla meant it had a stronger hold against competition..does that mean we have to reevaluate our definition of gorilla with respect to qcom?? >>

The thread consensus is (I believe) that Qualcomm is the gorilla of CDMA, not the gorilla of wireless space overall. There is no real doubt that with their proprietary open architecture they dominate this space and by all metrics we can measure, 2nd generation cdma is still an a stage of hypergrowth, and QCOM has no challenger here that I am aware of.

Their business model, has of course changed and that needs to be constantly watched and reevaluated.

All 3rd generation wireless will be based on the CDMA air interface. Some battles are being waged over whether or not QCOM has sufficient IPR to sustain its gorilla status and royalty stream when the 3G tap turns on (several years out) and allow QCOM to also be the dominant ASIC supplier for CDMA chip sets.

I currently believe that QCOM is well positioned to maintain both there IPR position and in chip set design against competitors mentioned in the article. I might add, however, that ongoing analyses of this is advised, and several thread members contribute to this diligence.

Others might wish to comment more specifically on the article itself.

- Eric -
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