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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (44197)	7/7/2001 9:30:11 AM
From: Mike Buckley	Read Replies (1) of 54805

Cha2, Agree that there will never be a 3G tornado as such I didn't mean to imply that there won't be a 3G tornado. I have no idea about that. Instead, my thinking is that most of 3G will not be a Gorilla Game because there will be no corporate battle for architectural control; the control is in the hands of the standards bodies. [Qualcomm] will become the mobile wireless data gorilla. I've never seen anyone support that possibility to my satisfaction. Please explain the Gorilla Game that will be played throughout that sector. If you're thinking that Qualcomm will be the only Gorilla in the world of wireless data and thus will be THE wireless data Gorilla, I believe that's misleading. To explain my perception of the flaw in that thinking, let's assume that there is a Gorilla of some technology used in manufacturing cars and that there is only one Gorilla in the entire automobile product. We wouldn't say that that company is the Gorilla of automobiles. Similarly, we shouldn't say that Qualcomm will be the Gorilla of mobile wireless data if indeed most of wireless data isn't a Gorilla Game. --Mike Buckley

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