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

To: sditto who wrote (27729)	7/12/2000 6:46:47 AM
From: Labrador	Read Replies (1) \| Respond to of 54805

Good post. The current concern with QCOM's share price is due to short-term fundamentals -- slowing growth curve in the short run. Deployment of CDMA for 3G, which is probably at least a year or more out, will prove QCOM's position as a gorilla. I think that all agree that one flavor or another of CDMA will be dominant in 2004/5. The question that perplexes all is the battle for royalties, use of patents and unfortunately gov't intervention.

To: sditto who wrote (27729)	7/12/2000 10:16:18 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

sidtto, Fabulous post! That's what gorilla gaming is all about. Keeping our eyes intensely focused on the big picture that takes a long time to play out is the essence of gorilla gaming that you captured so well in that post. --Mike Buckley

To: sditto who wrote (27729)	7/12/2000 10:44:16 AM
From: areokat	Read Replies (1) \| Respond to of 54805

Large multi-national corporations and now even entire governments will give way to the unyielding power of a DI. As other markets emerge (particularly in non-regulated areas) stopping the DI wielding Gorilla will be like trying to stop the march of time. sditto and cha2: while I tend to agree about qcom, heck I've loaded up on it so I better believe, there are words of caution in Moore's new book Fault Line. He thinks that members of a value chain in jeopardy of an emerging gorilla should do everything they can to prevent the gorilla from achieving dominates. Sounds like his Chasm Group is even providing consulting to companies in this situation. And that is why qcom is under attack today imho. And at $40-$50 a share the attacking chain members could buy enough stock to attempt to take control. As Moore advises, the gorilla must be defeated at any price otherwise the losing value-chain is doomed to a weak marketing position and substandard profits (compared to the value-chain that contains the gorilla). Will, qcom be defeated. I don't think so and the signs seem to me to favor qcom but it is early. It's not a lead pipe cinch yet. Tom