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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (835)3/26/1999 8:54:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Qcom can be the major gorilla of Cell tech if the agreement is right.

Bill,

Exactly. The details are in the agreement. It's important that we understand what the two companies really agreed to. If the details in the agreement renders the technology less proprietary, the gorilla potential is lessened.

It will be fascinating to get a better idea of the details as they unfold. In my following of potential gorillas, this is the first news item I've seen that has the potential to clearly indicate a change in the rate of product adoption.

--Mike Buckley
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