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

To: Mike Buckley who wrote (26928)	6/28/2000 3:22:00 AM
From: shamsaee	Read Replies (2) \| Respond to of 54805

Mike I read that yesterday and fail to see how WCDMA would be a competitive threat to qcom, If you believe that it falls under their Arsenal of CDMA patents and IP.If we were to look at it from the GG perspective, competetitive threats come only from new enabling technologies.Again if you were to believe that WCDMA will be a royalty bearer for qcom, then the question on WCDMA is who wins the Asics market,which up to now seems to have no specs and therefore no standard and hence no clear winner. IF one was to accept qcom's as a Gorilla,then one can also assume that they will leverage their power to take the lions share of the WCDMA asics market. BUX's theory is only valid and extremely detrimental to qcom shareholders,if WCDMA ends up falling outside qcom's IP,which in turn would invalidate qcoms gorilla status since WCDMA looks to be the dominant 3G choice so far.