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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Teflon who wrote (469)2/25/1999 3:08:00 PM
From: LindyBill  Read Replies (1) of 54805
 
Yeah, Teflon, you are right, it is not a Gorilla. It is a potential Gorilla. It is either going to become the A. World Gorilla, and CDMA will run the world, B. a gorilla for part of the world, or C. we will have bunch of conflicting standards, with a group of princes.

I personally think It has the best bet of any of the companies we are following to really take over. It controls proprietary open architecture with high switching costs, and the market is growing at better than 35% a year (hypergrowth).

I think it is a shoo-in for B, a Gorilla for part of the world, and has a good chance for A.

It's negatives are (1) patient disputes, and (2) Government interference in favor of a local company, such as Erickson in Europe.
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