SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: voop who wrote (36454)12/12/2000 9:30:12 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Voop,

You bring up the point that we already have the combination of Qualcomm and Spinco. My point is that they might become a more powerful force operating as separate entities than operating under one roof. I believe DownSouth succinctly addressed that issue when we first learned of Spinco.

In the new scenario, Spinco takes on the look of one of Clayton Christensen's innovations coming from beneath to attack the larger markets. Having to survive on its own, Intel-like paranoia sets in and motivates Spinco to be more aggresive with its strategic partners. In that scenario, Spinco doesn't become complacent, avoiding the mistake of relying on mother Qualcomm. Instead, the offspring forges stronger relationships with Qualcomm to the benefit of both Qualcomm and Spinco.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News