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

To: Mike Buckley who wrote (14950)	1/11/2000 11:06:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Folks, I still haven't read the entire revised manual. As a result, I don't fully appreciate the changes. We know that Moore originally thought Qualcomm was a prince in a royalty game and months later changed his mind about that. Understanding that context, I just stumbled upon one difference between the original and revised manual that is especially interesting. The last paragraph of page 39 cites several examples of "gorilla power at work" in which partners eventually refuse to support alternatives to an emerging standard, the gorilla's standard. Using the typical thought process a partner goes through, a new example of that has been added to the revised manual as follows: "Is CDMA a better standard for the wireless telehpony than GSM? 'Who cares?' reply the partners -- we can only support one, and so Qualcomm licenses CDMA to Ericsson for a combined 3G standard." Going from calling Qualcomm a prince in a royalty game to using their Gorilla power as an updated example in the manual is one heck of a change. --Mike Buckley