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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: sditto who wrote (31083)9/6/2000 8:35:04 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Gang!

If you are remotely interested in the essence of Gorilla Gaming as it is applied to real-world scenarios, go back and read sditto's post about Qualcomm even if you aren't interested in investing in that particular stock. The stuff that jumped off my monitor:

The fundamental issue is not about controlling the standard - the issue is controlling the architecture which results from the standard.

In the past 18 months I've seen so much debate about that particular subject. Yet I don't think I've ever seen a response to it that wraps it up quite so nicely, at least for me. That statement is in the category titled, "Gawd, I wish I'd written that!"

imagine a world where CSCO received a royalty for every device capable of sending a TCP/IP packet

When the debates about Qualcomm's potential ensued in Spring, 1999, Cha2 and I presented the idea that Qualcomm's market might indeed be larger than Cisco's. The enormity of the market made it impossible for either of us to quantify it. We could only imagine it, but only vaguely so because of its size.

The thing that continues to amaze me about QCOM is not whether it will control an architecture but rather how many architectures it is in a position to control.

And that also makes me harken back to those very first discussions in the thread about Qualcomm, when Cha2 and I also discussed that just as Cisco rode the winds of many tornados, it is indeed possible if not probable that Qualcomm will be the beneficiary of many tornados.

My impressions of Qualcomm's fundamental position today are much, much stronger than when we first did our due diligence about 18 months ago.

--Mike Buckley
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