SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mike Buckley who wrote (26802)6/26/2000 10:36:00 AM
From: tekboy  Read Replies (2) of 54805
 
I find the SNDK and RMBS cases more difficult to call than the QCOM and GMST ones.

Re SNDK, not only is what Apollo said true, but I still have not seen it definitively proved that SNDK will reap significant tangible rewards from its "proprietary" standard. If QCOM had developed and propagated CDMA but didn't collect hard revenues from licensing it, would we still call it a gorilla?

And re RMBS, the recent announcements seem to demonstrate that it will get what SNDK has not yet gotten: actual money from other major players using its technology. I agree with you about the no-tornado-no-gorilla thing, but what, then, would you call a company who has proprietary control over an open standard in a mass market area that is not in hypergrowth? Surely it's a company of interest, no?

tekboy/Ares@reallytryingtodecidedwhetherornottoholdit.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News