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: Jacob Snyder who wrote (27816)	7/13/2000 10:41:38 AM
From: LindyBill	Respond to of 54805

Just doubled my GMST position, and halved my ELON. Jacob, your concerns are the same as everyone else's here, and good points, IMO. The arguments on the other side have been gone into at length here. There seems to be a lot of feeling overseas that WCDMA is a way around Q's patents. Q says no. The depressed price right now is due to the concerns you have raised. This struggle is going to play out over the next 3 years.

To: Jacob Snyder who wrote (27816)	7/13/2000 10:54:37 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Jacob, If QCOM were a gorilla (or becoming one), then they should have been able to impose CDMA2000 as the 3G standard. It is part of the 3G standard. If it were all of the standard there would be virtually no competitive platform. That doesn't render it gorilla-less. I'm not aware of any Gorilla that has been without competitive platforms. --Mike Buckley

To: Jacob Snyder who wrote (27816)	7/13/2000 11:09:52 AM
From: mauser96	Read Replies (6) \| Respond to of 54805

I have long held the view that QCOM gorilla status is weakened by it's distance from the ultimate consumers of it's products. Consumers want better products but they often have no easy way to judge which is best and they can be swayed by advertising. The advertising and FUD work best when originated by a name they know (Nokia) than one they don't (Qualcomm). An inferior product often sells quite well if cleverly presented. QCOM appears to have failed in it's attempt to get CDMA as the standard. It's probably still a gorilla, but not one in the sense of MSFT. Even if it wasn't a gorilla it could still be a great investment since present expectations aren't that high. I've never counted on China for anything. The ultimate goal of Chinese leaders is probably to stay in power with the associated perks. I've been around for a while now, and every decade has it's predictions of profits from China, profits that in time usually turn out to be an illusion. China has a lot of people but they are poor and this is not a country that's ready to join the first world yet.