<< For me, to say that a gorilla game doesn't exist just because there is no gorilla would be tantamount to saying that just because there is no King (with a marketshare that is twice its nearest competitor) there is no royalty game being played. Neither thought process makes sense to me. >>
Our good friend Geoff kinda fudges on that 2x market share distinction in his various, sometimes contradictory, writings.
Arguably, I think, one might make a case for Nokia being King of handsets, Ericsson being King of wireless infrastructure, both being Princes of wireless.
Even if you convincingly make these arguments, Qualcomm seems like a much purer play, particularly now that they are out of infra, out of handsets. For NOK & ERICY, infra or handsets, is only a chunk of their total business. Qualcomm is pure CDMA, the technology, and the architecture.
- Eric - |
