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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (52596)	8/30/2002 7:28:54 PM
From: Eric L	Read Replies (1) of 54805

--Mike Buckley, re: Qualcomm - Chimp/Prince of wireless << I can't quibble with the assumptions. (For my quibble take a gander at the mudge thread.) ... 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. >> Your quibble is acknowledged. LOL! << 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. >> You brought this up before and as I acknowledged then, I think you have a valid point. Your point was good enough that I took some time back then to backtrack through the Manual and "Inside the Tornado" which introduces Gorillas, Chimps, and Monkeys (not Kings and Princes), on pages 68 to 75 and has some further discussion of competitive advantage and strategic positioning relative to this on pages 180 to 212. After some consideration I have decided to stick with "Chimp" to characterize Qualcomm in the broad wireless sector despite the fact that the broad sector is primarily "a royalty game (so far), not a gorilla game". I tend to think that the broad sector will remain a royalty game although in actuality the game is still afoot and to Qualcomm's credit they are still bent on turning it into a gorilla game. I also think that when you have a company make a gorilla attempt to control that game and their proprietary open architecture is not chosen by the majority, then that company is a chimp, - but I have no real qualms with you calling them a (little <g>) prince. I do of course view Qualcomm to be the very legitimate gorilla of cdma -although I personally would prefer to call them the gorilla of cdmaOne/cdma200 since they do not have (open) proprietary architectural control of WCDMA - but then again, there is no WCDMA yet ... which unfortunately means no royalty to Qualcomm yet. - Eric -

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