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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (48894)	11/14/2001 5:09:12 PM
From: Uncle Frank	Read Replies (2) of 54805

>> The total lack of architectural control of WCDMA is the distinguishing factor and that becomes increasingly evident to me. The value of architectural control is in keeping Monkeys from gaining market share. Intel has done this on several occasions (as with mmx) to keep AMD in check. But since qcom has patents on the cornerstone of wcdma - the air interface - I don't see their lack of control over rest of the system as a weakness. Their market share in wcdma is guaranteed by their patents and by the laws of physics. jmho, uf

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