Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (28376)	7/20/2000 1:08:33 AM
From: DaYooper	Read Replies (2) of 54805

It's clear that they will be a Gorilla in the 2.5G/3G space, but they're still a few quarters away from reaching Tornado levels. I'm reminded of that guy named Demning (i think) that schooled the Japanese (late 70s) and criticized the U.S. regarding short term vs. long term focus. I'm very surprised how the market has taken a "show me the money" stance on the Q and some other longer term strong plays like gmst. And that's also the reason for the great volatility - once the results are evident the stock price will rocket - but maybe not until the money is in the company's coffers. Regarding the CC, I was pleasantly surprised on two fronts. First that IJ could not say when the discussions with NOK and MOT would be concluded. His use of that word leads me to believe there is already substantial agreement between the two companies. Second was IJ's insistence that the Q would collect the full royalty on WCDMA and that an announcement "in the near future" would provide the Q with the necessary gsm ipr so that cross licensing would not reduce standard royalty rate. (paraphrasing of my interpretation) Regarding gorilla status, clearly the cdma gorilla and as everyone is signing on to a flavor of cdma as their 3G technology the Q appears destined to be the 3G wireless gorilla. While I don't think their asic market share comes into play in judging their gorilla status, I believe IJ's statement that the Q will own a significant share of the market. Better yet, how about spinning off the asics division into a separate company competing with TXN and INTC head to head. QCOM just takes 5% of everything cdma related, infra to handsets, from every manufacturer. Patience, patience and in a couple years we'll all be telling the QCOM story and how we knew it was a sure thing - ok, ok as close as you can get to a sure thing. Rory (p.s. not expecting a rough day for the Q Thursday)

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