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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: Apollo who wrote (1011)7/17/2004 4:10:06 PM
From: Mike Buckley  Read Replies (1) of 2955
 
Apollo,

What are you thinking, and what am I missing?

The fact that QCOM will collect royalties on all forms of CDMA does not make it a Gorilla in all of them. Instead, it means that QCOM will collect royalties on some parts of CDMA for which it is a Gorilla and on the other parts for which it will be a royalty play, hopefully a very strong King. At least that's my interpretation.

EDIT: Now that I've read Thomas's post, I'll also respond in the context of his message. In my mind, there are Gorillas and Kings of varying strength (control over the value chain). QCOM has an opportunity for the reasons Thomas mentioned in being one of the strongest Kings ever. However, that still doesn't make it a Gorilla in areas of committee-controlled architectures.

This is an issue that Eric and I have always agreed upon from day #1. We're either both very right or both very wrong.

--Mike Buckley
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