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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: ggamer who wrote (23630)4/26/2000 5:57:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
GGamer,

I apologize for not responding to you. Occasionally I get my responses to similar questions in two GG folders I follow confused. I now realize I thought had responded to your post when I had about the same time responded to a similar post elsewhere.

If Japan does go with WCDMA technology do you think it will change the status of QCOM as a gorilla?

I don't think it will change the status as a gorilla but I do believe the profits might be lowere in the long run than if CDMAone became the standard in Japan. I can't articulate the reasons. I have to take the word of Jacobs who has many times implied that he's happy for anyone to use WCDMA but happier when they go the other route.

I understand that QCOM will be getting royalty from any flavor of CDMA. But can they continue to hold on to their gorilla status in the CDMA market IF they will not dominate the ASIC side of the business in Asia and Europe.

That's a question that I don't know the answer to any degree with strong conviction if you're referring to the maximum strength of the gorilla. I think Qualcomm would be a weaker gorilla if WCDMA dominates throughout the world. But I also believe there is merit to the case that a company can do well relying only on its IPR. Certainly selling the software in the chips would be better.

--Mike Buckley
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