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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (52928)	11/7/2002 10:20:48 AM
From: Clarksterh	Read Replies (4) of 54805

Mea culpa, mea culpa. I was arrogant, wrong and rude. Apologies to Eric. I misremembered and mis-reconstructed the statistical trick. As Huey points out it is never possible to be the fastest growing (percentagewise) part of a market and still be losing market share. BUT!!! It is possible to be the fastest growing part and have a slower growing part be growing their market share faster. All it requires is a stagnant or better yet, shrinking third part of the market. This time I actually checked (via an example) that I reconstructed the trick correctly. BTW - The 'fact' that Qualcomm was losing market share seems a little doubtful to me since the market data I've seen (Nokia, the best of the GSM players, has had approximately flat unit sales for the last several years while saying that they are maintaining market share and at the same time CDG shows large growth in CDMA subscribers) all suggests that some strange data is being used. A humble and apologetic Clark

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