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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DaveMG who wrote (870)	3/29/1999 8:48:00 AM
From: Mike Buckley	Read Replies (1) of 54805

Dave, Thanks much for providing that article. FOr those that didn't take the time to read it, I'm quoting the following paragraph. "Qualcomm's share of CDMA chipset market in USA has topped 90% and has provided the company with a near-monopoly position with all the associated benefits. That share is set to collapse in 1999 - Nokia and Motorola are not using Qualcomm chipsets for their new CDMA phones. By next autumn Sony is also switching to non-Qualcomm chipsets. The end result will be a rapid market share erosion for Qualcomm. Even more worryingly, leading American CDMA operators are showing signs of embracing Motorola and Nokia as their preferred handset providers. Sprint is elbowing Q-phone aside and positioning Startac as their top high-end model; Primeco is considering using Nokia 6185 as their leading spring model. Qualcomm had several years to consolidate their position as the premium CDMA brand before real competition arrived. That wasn't enough." I wouldn't want the quantity of my Qualcomm posts this weekend to be construed as blanket optimism. As that article points out, in this month of March madness Qualcomm's CDMA is no slam dunk. --Mike Buckley

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