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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 161.13-0.2%10:00 AM EST

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To: DaveMG who wrote (30094)5/15/1999 11:48:00 AM
From: Mike Buckley  Read Replies (2) of 152472
 
Dave,

QCOM MUST execute flawlessly over the next few years if this strategy is to have any chance to succeed, more the province of royalty than gorillahood to use GG parlance.

Now that you've touched so sensitively on the essence of the issue I raised (though I'm not convinced to agree witb you), I'll now post the quote in more complete context along with the author's name.

"Qualcomm effectively had to give up proprietary control of the architecture in order to get it designed into GSM3. If that is the case, then it converts them from a gorilla to a player in a king/prince/serf game where Ericsson, I believe, is the current king."

Who wrote it? Geoff Moore, primary author of The Gorilla Game

--Mike Buckley
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