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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jim Mullens who wrote (53949)5/2/2003 11:32:17 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Jim,

You feel the FUD of GSMA & Gang has been effective. If that's so, it should be fairly easy to arrive at conjecture about how Qualcomm's performance would have been without the competitive FUD. Where would it (the company, not the stock) be today?

What are the competitors' advertising campaigns that have been based on falsehood? (In the U. S., it's illegal to falsely advertise. Apparently Germany has even more strict regulation, not allowing direct criticism of a competitor. I don't know about other countries.)

You mentioned on the moderated Qualcomm thread that the CDMA companies "can't compete" with the GSM companies, referring to the relatively massive dollars available to the GSM companies for use in their FUD campaigns. Now you mention that you believe Qualcomm has resigned itself to being in a no-win situation. Unless I misunderstand you, you appear to believe that Qualcomm has no sustainable, competitive advantage due to its competitors' FUD campaigns. If that's so, why are you investing in Qualcomm on a long-term basis?

And, thanks for taking the time to do further research and post the Netlingo Fear, Uncertainty and Disinformation information

That wasn't research, silly. I was in the mood to waste some time. :)

--Mike Buckley
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