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

To: SecularBull who wrote (16297)1/25/2000 12:00:00 PM
From: TigerPaw  Read Replies (1) | Respond to of 54805
 
QCOM's day in the sun of this cycle of discontinuous innovation is nearing dusk.
Unless you are proposing that wireless communication is dying.. then you are missing the point of Gorilla status. It has nothing to do with how well Q performed last year, it has everything to do with the value chain. Whichever company fights it's way to the top of the wireless chain, they will be under the thumb and sending excess profits to QCOM. That will exist for the lifetime of CDMA, not for the next or following earnings season.
TP



To: SecularBull who wrote (16297)1/25/2000 2:58:00 PM
From: Eric L  Respond to of 54805
 
LoF,

Re: long on QCOM thoughts.

<< QCOM's day in the sun of this cycle of discontinuous innovation is nearing dusk. It is QCOM's game to lose. >>

I personally disagree. My thoughts on QCOM as expressed in October in somewhat gorilla terms are:

Message 11570537

The next tornado is (relatively high speed) wireless data, IMO. It is QCOM's game to win. They are positioned nicely to win from my perspective.

- Eric -


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