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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	11/20/2002 3:24:33 PM
From: paul_philp	Read Replies (2) of 54805

I Was Wrong About Qualcomm. radio.weblogs.com In this era of ubiquitous real-time information, the conceptual models we use to understand all this information gives us our edge. Conceptual models are our windows onto the world; they filter our reality and shape our actions. When we use the phrase “fighting the last war”, we are recognizing the danger of incorrect and obsolete conceptual models. Our ability to identify or invent powerful conceptual models will determine our success in the information age, the way access to information determined success in the mass production age. The corollary is that our stupid errors will come from the sloppy or stubborn use of concepts. I have been guilty of this in my analysis of the wireless technology giant Qualcomm. I have been the resident Qualcomm skeptic at the RTW Report. I always ended a discussion about the strengths and advantages of Qualcomm with a statement like “I not so sure” or “What about …”. Over the past year, as Qualcomm improved its competitive position and their financial results, I remained unconvinced. The strength of their most recent quarter forced me to rethink Qualcomm from first principles.

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