Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: ggamer who wrote (44183)	7/6/2001 8:15:20 PM
From: Mike Buckley	Read Replies (1) of 54805

ggamer, Mike with the latest changes, are you comfortable to call QCOM the gorilla of 3G? Nope. I'm doubtful that the bulk of 3G will be a Gorilla Game. Even if 3G does somehow become one, it hasn't gotten to the chasm, much less crossed it. With no tornado, there is no Gorilla. The CDMA portion of the 3G market is a mass market unto itself. I believe the CDMA portion is a Gorilla Game and that Qualcomm is the Gorilla. The reason I clarify those distinctions is because not everyone agrees. --Mike Buckley

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