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

To: Wyätt Gwyön who wrote (6196)	9/11/1999 9:04:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

As I said in response to the same post in the other folder: G Moore, Terrific post! The next time you get in the mood to debate yourself again, please do. I'm looking forward to the rebuttal. :) --Mike Buckley P. S. If he can post it twice, I can respond twice! :)

To: Wyätt Gwyön who wrote (6196)	9/11/1999 9:44:00 PM
From: rel4490	Respond to of 54805

This is a particularly insightful discussion of the pros and cons of the handset business. Thank you for taking the time to post it.

To: Wyätt Gwyön who wrote (6196)	9/11/1999 11:49:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

GM, you've presented a most interesting outline of Qualcomm's choices in the handset business. The unstated but undeniable fact this that Q is in control of its own destiny due to the strength of its ipr. So far, Dr. J. & Company have made all the right decisions, and I'll count on them to continue doing so. Intel makes computer motherboards to promote the advantages of their newest mpu's, and this forces the boxmakers to immediately adopt their new (highest margin) products. My understanding is that Intel makes little to no profit from their motherboard division. Imho, Qualcomm's activity in handsets is a precise replication of Intel's strategy. In both cases, the ploy is part of an Enabling Gorilla's game. uf