Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (52590)	8/29/2002 10:47:33 PM
From: Mike Buckley	Read Replies (1) of 54805

Eric, They were the company that wanted to be a gorilla - the gorilla of (next generation) wireless. The technology that they have (open) proprietary architecture was NOT selected and (most likely) will not be selected. They are the chimp of wireless I can't quibble with the assumptions. (For my quibble take a gander at the mudge thread.) However, I think those assumptions would lead to QCOM being a prince, not the chimp. That's because the overall wireless market is a royalty game (so far), not a gorilla game. --Mike Buckley

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