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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (48922)	11/15/2001 10:04:03 AM
From: slacker711	Read Replies (3) of 54805

They have No market share in WCDMA, and will have no market share in WCDMA other than what they'll scrap for on equal terms with other partners for some portion of the chip business. I wrote some posts in '99 and '00 that looked at Qualcomm's competition in the ASIC market....primarily LSI Logic and DSPC (bought by Intel). It seemed inevitable that these companies would eventually manage to take away marketshare from Qualcomm, particuarly on the low-end. Qualcomm's gross margins should be inviting attack from other seminconductor companies. This has not happened in the CDMA ASIC market. It would be as if Intel licensed all comers, and continued to dominate sales of the Pentium II as well as the Pentium IV. The Pentium IV is understandable since it is a bleeding edge technology in which Intel has architectural control. However, how long does that control matter? Once the standards have been set and the technology had been around for a while we would expect competitors to enter the market. Curious what you think the explanation is.... Slacker

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