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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (24482)	5/10/2000 10:40:00 PM
From: mauser96	Read Replies (3) of 54805

It's certainly theoretically possible for QCOM to pull off a marketing coup like Intel, but it's not likely IMHO. How man other companies have been able to do this? Off hand I can't think of any others in recent time. The idea of a superior microprocessor inside is a lot easier to explain and define than CDMA inside. Also they were smart enough to start doing this when almost all PC's had an Intel chip,giving repetitive exposure. This is hardly the case with CDMA and QCOM. Building and leveraging a brand isn't easy or cheap, especially if the consumer doesn't have the vaguest idea what it means and there's already a recognizable brand name on the phone. Why would the cell phone maker dilute it's own brand this way unless it thought the Qualcomm brand was stronger? I would like to see QCOM at least try this approach even though I suspect the odds are against them ,except perhaps with smaller cell phone makers or those without a good brand yet.(Samsung?)Even partial success would be a boost for them. None of this is to suggest that QCOM isn't a great company. It's sure made a lot of money for me in the past. But it's a question of "what can you do for me now "<<gg>>

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