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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jacob Snyder who wrote (27823)	7/13/2000 11:42:12 AM
From: foundation	Read Replies (1) of 54805

QCOM states that it can, and will, design superior chipsets and ASICs for all flavors of CDMA - that wCDMA is fundamental to its core competentcy. If this becomes and remains the case, QCOM will lead in the evolution of the standards, including wCDMA. In leading, QCOM will control. In the end, the best chipsets/ASICs win. NOK has recently proven this thesis. In this context it's not enough to produce - you must produce an equal or better product. Europe will not ban QCOM wCDMA chipsets/ASICs. They will try not to use them. But if they provide a competitive advantage (fewer subscriber complaints, superior performance) they will become the standard. regards, blg

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