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

To: sditto who wrote (27922)	7/14/2000 6:10:38 PM
From: 100cfm	Read Replies (1) \| Respond to of 54805

This is where the value chain comes into play. QCOM needs to continue aggressively building their value chain to the point that when they make a change/extension to the architecture their value chain rushes to adopt it and when some other competitor makes a change they ignore it. That's the essence of control of an open proprietary architecture. Q's value chain is in need of a severe spanking right now! NOK and crew are trying to trun the table on Q. They are trying to gain control of a standard (WCDMA) and rob Q of it's Gorilla power. This is as close to a Gorilla battle as you can get without having two actual Gorillas (since NOK is only a KING). Q being a Gorilla should emerge the victor but it has and will be a bloody battle since Nok has many princes on it's side and has managed to build an formidable value chain of it's own. This is one for the Gorilla Game history book and as with all valuable lessons it has cost us dearly. 100