Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (25488)	5/29/2000 11:24:00 PM
From: Wyätt Gwyön	Read Replies (3) of 54805

Mike and thread, Can anyone explain why QCOM is being called a Gorilla here? (I RTFMed) I would submit that QCOM is a Chimp, not a Gorilla. Must look at entire world cellphone market, and percentage thereof which is in QC's value chain. Current IS-95 market, constituting less than one-fifth of GSM/TDMA market, is much more like Apple than Wintel. Contention of Gorilla status for QCOM ultimately rests on the assumption of a smooth transition from Chimp hegemony in IS-95 to Gorilla hegemony in W-CDMA. This is by no means a certainty; in fact, seems to me unlikely to happen. All that is certain is QC's current position in 2G CDMA value chain. Can you please explain how one extrapolates Gorillaness from this Chimp chain?

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