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

To: ggamer who wrote (23641)	4/26/2000 5:57:00 PM
From: Uncle Frank	Respond to of 54805

>> Would you then say that Intel would have held on to their gorilla status if they did not dominate their market with chip production and competed with others like AMD? IF Intel's ipr precluded anyone manufacturing an X86 microprocessor without paying them royalty, they would be a Gorilla regardless of their share of the chip market. jmho, uf

To: ggamer who wrote (23641)	4/26/2000 6:12:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

ggamer: The Q and Intel are very different companies in gg terms. Qualcomm's gorilla status is solid - whatever happens (yet to be seen) in the new spectrum in Japan. What you seem to be questioning is whether the Q will be severely wounded due to smaller ASICS sales if WCDMA (DS) takes over the world (or at least Asia) a couple of years (or more) from now in the new spectrum allocations. Clearly CDMA One and its upgrades including 1XRTT and HDR are on the launch pad and will be the technologies to beat in the next couple of years at least. The GSM upgrade using GPRS is very weak as a competitor - but it is the only path GSM has toward the wireless data tornado and the wirelss / internet nexus which should be in full force next year at this time when BTW DoCoMo might be able to actually launch its (non standard) version of WCDMA (with pitifully slow data rates compared to DDI's then). Suggest that Qualcomm will be in a very strong position as data becomes more and more important and the GSM (with GPRS) tries to compete. Wireless internet access is a gathering tornado IMO and HDR a powerful entry in providing rapid access - even where GSM is the installed base. But we will see early next year. Suggest that the more valid use of Intel as a comparative company is with JDS Uniphase not Qualcomm. Intel and Qualcomm are too much like apples and oranges. For starters, the Q is fabless and a major advantage Intel has is its fabs. Best. Cha2