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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (48886)11/14/2001 12:25:01 PM
From: EnricoPalazzo  Read Replies (2) of 54805
 
After considerable discussion here, Qualcomm was accorded full gorilla status (as a CDMA gorilla), while JDSU was a consensus king not a gorilla.

Not that it should matter <insert bit about perils of groupthink here>, but there is not consensus that Qualcomm is a Gorilla. And the point that Thomas has harped on ought to be harped on some more--Gorilla-ness is not a yes/no question; it's a to-what-extent question, just like strong brand, low-cost position, etc. Certainly everyone can agree that Intel & Qualcomm possess many Gorilla characteristics.

BTW, I think you'd also find a near-consensus that Siebel is a Gorilla (with possibly years of strong growth ahead of it).
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