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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Tom Ardnij who wrote (28167)	7/17/2000 7:09:24 PM
From: DownSouth	Read Replies (2) of 54805

I will not be surprised if/when QCOM sheds its ASIC business entirely and becomes a 100% royalty-based enterprise, with, perhaps, investments in their customer's enterprises. Then they will not be a competitor to INTC. INTC will be a customer that is NOT competing with the supplier (QCOM). Who would have believed that they would have shed LWIN and the infra business and then the handset business. Its logical that QCOM will step out of the way of the CDMA ASIC tornado so that ASICs can be built by the giants as fast as the market can absorb the new infra and phones. QCOM's costs would go down to merely sales, support, administrative and R&D. Margins would be stellar. Dr J obviously has a plan and is not afraid to re-invent the company.

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