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

To: Apollo who wrote (6527)	9/18/1999 9:03:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

Lindy made an interesting comment (somewhere.....Q thread?) about Q being the best "lock" he has seen. I'd like to believe that and wonder if he can amplify how and why the Q lock is better than the locks of other gorillas Basic Patents CISCO: They wrote the code for Internet routing, and all equipment must be "Cisco compatible". No Royalties or license needed. INTEL: They invented the '86 chip. You can back-engineer it, if you can, but you must be compatible. No Royalties or license needed. MICROSOFT: They own the Software patents for "Windows" and the OS. You cannot sell it against them. QUALCOMM: They own the patents on CDMA, and you must pay them a royalty. You cannot "back-engineer" it. Market Change CISCO: A "next Generation" routing system would have to be compatible to Cisco. INTEL: Must work like the Intel chip. MICROSOFT: Would have to be in competition to softy: Linux or Java, etc. QUALCOMM: Technological break though on the magnitude of CDMA needed. Execution CISCO, INTEL, MICROSOFT: The best in each of their respective Industries: QUALCOMM: Has "crossed the chasm" with a major scientific break though in the face of organized Industry opposition from all of the major players. MAJOR CHALLENGE: To get the Industry to implement CDMA instead of staying with present systems.