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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (35513)	11/28/2000 10:13:01 PM
From: techreports	Read Replies (1) of 54805

Moore & Gang say that Apple is a chimp. (Page 61). I agree. Apple is the gorilla of the Mac platform. Apple is a chimp in the PC OS platform. Since CDMA isn't the major standard in wireless what does that make Qualcomm? I guess eventually CDMA will have over 80% share and that will make Qualcomm the gorilla of the wireless market (since QCOM owns CDMA), but right now CDMA isn't above 50% share.

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