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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: tinkershaw who wrote (1012)7/17/2004 12:56:15 PM
From: tinkershaw   of 2955
 
Just to continue on the topic, along with the new, new, media being created, there are going to be multiple functions on the 3G cellphones which will need to be integrated and mass produced. And this is a very complex process. Certainly QCOM is not alone in the ability to engineer such chips, but in an environment of rapid innovation (during the tornado phase), it will be difficult for anyone to put this whole product together in as cost-effective, qualitative way as QCOM has proven in the past and presently looks supreme in providing in the future, whether it is CDMA2000 or WCDMA. At least until the pace of innovation in the market begins to mature and competitors have some breathing space to try and catch up. At least I see this special aspect of the tornado phase playing a role in insulating QCOM somewhat, at least during this phase, from some of the more Royalty play aspects.

But we shall see. I think watch Nokia. They've tried to do it all, just as they did in the GSM world, and they are suffering at present. It is those companies who understand that 3G is more complex, and requiring more specialty focus and standardiation that are presently prospering, and this plays into QCOM's hands.

Tinker
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