Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: ggamer who wrote (23630)	4/26/2000 5:33:00 PM
From: Uncle Frank	Read Replies (3) of 54805

>> If Japan does go with WCDMA technology do you think it will change the status of QCOM as a gorilla? Absolutely not. Q's Gorilla nature is based on their ipr, and they can only be displaced by a discontinuous innovation, ie, something that leapfrog's cdma. Since wcdma is only a variant of cdma and royalties will still be due to Q, it will not affect their status as a Gorilla. An additional fact to consider is wcdma is vaporware at this time, and may never come out of the lab. uf

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