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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jacob Snyder who wrote (28912)7/26/2000 6:21:02 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Jacob,

Thanks for the thoughtful response to my post. I agree substantially with everything you wrote but I've got one nit-picking quibble with you. :)

as you say, if CDMA2000 becomes the global standard, then Spinco is a gorilla.

I didn't say that. :) My view is that I don't care whether or not CDMA become a global standard. Spinco will be the Gorilla of software imbedded in the CDMA2000 chips. In the very worst case, CDMA2000 will become such a small market that we might call it a niche market. In that circumstance Spinco will be the dominant chip in that niche market. As you are aware, the only thing more powerful than such a chimp is a gorilla.

If CDMA2000 becomes a larger market in and of itself than a niche market as I suspect will happen, Spinco will be the gorilla of the software they imbed in the chips.

--Mike Buckley
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