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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jacob Snyder who wrote (27816)	7/13/2000 11:09:52 AM
From: mauser96	Read Replies (6) of 54805

I have long held the view that QCOM gorilla status is weakened by it's distance from the ultimate consumers of it's products. Consumers want better products but they often have no easy way to judge which is best and they can be swayed by advertising. The advertising and FUD work best when originated by a name they know (Nokia) than one they don't (Qualcomm). An inferior product often sells quite well if cleverly presented. QCOM appears to have failed in it's attempt to get CDMA as the standard. It's probably still a gorilla, but not one in the sense of MSFT. Even if it wasn't a gorilla it could still be a great investment since present expectations aren't that high. I've never counted on China for anything. The ultimate goal of Chinese leaders is probably to stay in power with the associated perks. I've been around for a while now, and every decade has it's predictions of profits from China, profits that in time usually turn out to be an illusion. China has a lot of people but they are poor and this is not a country that's ready to join the first world yet.

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