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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mauser96 who wrote (24473)5/10/2000 3:29:00 PM
From: Mike Buckley  Read Replies (4) of 54805
 
Luke,

QCOM status as a gorilla is weakened considerably by it's distance from the purchaser of the end product. It means that the brand is with the cell phone maker, not QCOM.

I disagree. QCOM can do joint advertising and enter into agreements that puts "Qualcomm Inside" labels on the outside of the phones. I will agree that to the extent Intel was limited by their distance from the user of the end product, Qualcomm is equally limited. I wish I could own more companies equally limited. :)

In other words, Qualcomm is limited only if management doesn't successfully build and leverage their brand. So far, they haven't done that at all. I hope it changes.

--Mike Buckley
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