Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Buckley who wrote (24504)	5/11/2000 1:26:00 AM
From: chaz	Respond to of 54805

Mike-- You did a much better job of answering Lucius than I did. I hope you send a copyof his post and your reply to Qualcomm. And yes, address it to Dr. J. Chaz

To: Mike Buckley who wrote (24504)	5/11/2000 11:26:00 AM
From: mauser96	Read Replies (2) \| Respond to of 54805

By "this" I meant a component maker being able to establish a brand name that's at least as good as the device maker. .If this was easy everybody would do it. Can you think of list of component makers who have done this with the degree of success of Intel? I can think of marginal examples, like branded material used in house construction(fiberglass insulation),stereos in cars(Bose)etc. You have more faith in the consumer than I do - A QCOM ad campaign saying CDMA was better would be met by another saying exactly the same thing for GSM or whatever.The end result might be consumer confusion, with only marginal benefit for QCOM. Consumers are unlikely to spend hours learning the differences between various technologies. Intel could do it because they didn't have any rich microprocessor competitors. Also those who might have been able to foil Intel were mostly working on other platforms. Despite these objections, I agree that QCOM should make the effort. However, it will take a lot of money and clever advertising to make "QCOM Inside" a strong enough brand that cell phone makers consider it additive rather than dilutive.... Of course I'm sure the very clever management of QCOM has already considered this issue. Meanwhile, though QCOM is a real class act, I suspect at today's deflated tech prices better investments are available. All IMHO, and I'm less sure than you that I'm right <<gg>>. Hopefully interchanges like this can help clarify the thinking of all parties. regards Luke