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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: MU Lation who wrote (1429)	4/23/1999 12:00:00 PM
From: gdichaz	Read Replies (1) of 54805

To MU Lation: Re the Q, the primary gorilla characteristic is that Qualcomm has a strong Intellectual Property Rights hold on the ascendant wireless technology Code Division Multiple Access - an enabling technology in gorilla jargon. This the wave of the future in wireless, GSM (the primary installed base) is converting to CDMA for the 3rd generation and whatever flavor used, Qualcomm gets royalties from its IPRs. Re Texas Instruments which is the king of DSP (or at least the senior prince), the TI DSPs are not competitive with the ASICs which go in CDMA phones and basestations. These are either supplied by the Q (Intel and IBM are the "foundries" for them) or under license to VLSI or other chip folks or suppliers such as MOT and NOK. TI is a strong company and an excellent investment IMO but the Q can hold its own on chips. Qualcomm is a chip design and general R&D powerhouse. Wish you well. Waiting for a "buying point" on the Q may be like waiting for Godot however. Best. Chaz too

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