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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mauser96 who wrote (27822)7/13/2000 11:51:59 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Luke,

I have long held the view that QCOM gorilla status is weakened by it's distance from the ultimate consumers of it's products.

Me too.

It's probably still a gorilla, but not one in the sense of MSFT.

I doubt that it has the power of Microsoft, but one reason for that is that Microsoft has been judged to use its power illegally, making it more powerful than a company with the same attributes using its strength legally. (I'm not suggesting that Qualcomm's attributes are the same.)

But it's very difficult to determine the market opportunity. Qualcomm's potential market might be larger than Softie's, Cisco's or Intel's.

For me, Intel continues to be the best comparison to be made with Qualcomm. It's somewhat removed from the enduser. There are strong analagies to be made about its IPR. And there are weaker analogies to be made about its chip business.

--Mike Buckley
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