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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mauser96 who wrote (27822)	7/13/2000 2:44:42 PM
From: DownSouth	Read Replies (1) 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. I see your point, on one hand. I keep seeing these clever Sprint PCS commercials which are trying to tell consumers how much clearer PCS is than "cellular". As someone who sorta understands what is behind this claim, I understand it. As a normal consumer, I would probably question the claim, as the reasons for that claim are not explained. A "CDMA Inside" or "QCOM inside" modification to this claim would be helpful, perhaps. OTOH, QCOM's market is not the consumers, it could be argued, but the service providers. By concentrating their marketing resources on showing the economic and competitive advantages of CDMA on the service providers, they are using those resources wisely. What the could do is offer a "QCOM inside" promotional support to the service providers, just like INTC did. This would re-enforce the message to the provider and involve the consumer to the advantage of the provider, to Q, (and to me!)

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