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

To: stomper who wrote (28394)	7/20/2000 12:49:10 AM
From: Mike Buckley	Respond to of 54805

Dave, Good conversation you're having with DS. Thanks for keeping him preoccupied so he stays away from NTAP for awhile. :) My point is, whether they pushed it or not, [W-CDMA] is having massive (albeit somewhat vaporous at present) acceptance worldwide. Does this not change the game for QCOM in the Gorilla Game context? There is the appearance of massive acceptance about to happen, but since it's vaporware and since it's expensive, let's sit back and see what happens when the adopting really begins. Even so, for me the gorilla-game context remains firmly in place. We've already had the voice tornado (probably over and done with now) that established Qualcomm as the gorilla. Next we get the HDR tornado. Then the W-CDMA tornado as a worst-case possibility. Then we get the CDMA200 tornado. All of that will take years and years to play out, testing tekboy's ability to stay the course more anything he can currently imagine. :) Would it be that much better if the W-CDMA tornado is eliminated in lieu of the CDMA2000 tornado? Sure. But does the W-CDMA tornado remove Qualcomm from a gorilla game or significantly alter it? No, it only delays what might have been an earlier start of the CDMA2000 tornado. My opinion. --Mike Buckley

To: stomper who wrote (28394)	7/20/2000 1:16:14 AM
From: Uncle Frank	Respond to of 54805

Now that Merlin has materialized in the middle of your debate, I will consider it an open forum and add my unrequested opinions. >> Does this not change the game for QCOM in the Gorilla Game context? IMO, no. WCDMA has two bad points for qcom. It delays the next Tornado, and it potentially weakens the royalty stream. Q will still be an outstanding investment for the next few quarters. Until 3G kicks in, it will just be a Great Company with earnings growing at a 40% rate <gg>. Regarding point #2, asics have never been the core of Qualcomm's primate nature. It's the patents. uf