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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (4864)	8/13/1999 11:36:00 PM
From: LLCF	Read Replies (1) \| Respond to of 54805

So what's the feeling on SEBL's IBM deal... does that bridge the chasm for them??? DAK

To: Uncle Frank who wrote (4864)	8/14/1999 3:11:00 PM
From: William	Read Replies (1) \| Respond to of 54805

Uncle FranQ: It's official - Q is a big hairy beast. Cheers all around!!! From: geoffmoore@chasmgroup.com (Geoffrey Moore) Sender: gg@webcom.com Reply-to: gg@webcom.com (Gorilla Game discussion list) To: gg@webcom.com Gang, More on Qualcomm. My pals at Phoenix Technologies who are knowledgeable say that Qualcomm definitely invented CDMA and has a huge patent position in it. So, yes they have proprietary technology with high switching costs in a hypergrowth market. And Qualcomm sold off its equipment busiess to Ericsson to be in the chip business, focusing on this intellectual property. The issue which my be modifying the dynamics of this market is its heritage of switch-vendor-driven standards committees which may allow it to appropriate the standard going forward, denying Qualcomm that gorilla power to dictate standards a la Microsoft. But I think that Qualcomm has lots of chances, so unless someone has strong evidence to the contrary, I think we should declare them a gorilla and get on with life. Geoff