Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jacob Snyder who wrote (27829)	7/13/2000 2:56:17 PM
From: DownSouth	Read Replies (2) of 54805

I go get a haircut and some lunch and come back to y'all having all this great discussion! Being a low-cost and/or high-quality manufacturer is not the way gorillas are supposed to maintain high margins. Q's gorillaness does NOT come from its manufacturing expertise. It comes from its CDMA IPR and its continuing to improve the designs and IPR around CDMA. ASICS are a revenue stream for Q, not the source of its Gorillaness. Its ASICS are to CDMA IPR what MS Office is to MS Windows. MSFT had advantages in designing Office because of its control and insight into the workings of Windows.

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