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

To: shamsaee who wrote (27690)	7/17/2000 7:00:56 PM
From: Tom Ardnij	Read Replies (2) \| Respond to of 54805

Shamsaee, No doubt QCOM is fighting the standards battles everyday. When Clayton Christensen described the architecture of disruption, he indicated that it was not predicated on having to fight regulatory battles. At the same time it is readily apparent that CDMA is disruptive to all the other types of wireless as well as land line phone systems. Christensen anticipates a company starting on the low end and working it's way up the value added market. Often the result is catastrophic for the existing technologies. The typical disruption displaces them in large part. Clearly, it is unclear that QCOM will displace competitive companies. Rather, it will gain royalties as the industry comes to them in the form of G3. QCOM clearly fits the bill of a disruptive company in the modular approach that they take to selling technology. They are not the traditional vertically integrated company. Best Regards, Tom