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

To: Eric L who wrote (43998)	6/30/2001 12:39:34 AM
From: Mike Buckley	Respond to of 54805

Eric, Thanks for the update on market share. I'm not concerned that the immediate trend in market share isn't more promising. It's based primarily on voice. For me, the really exciting stuff has always been the potential for marketshare that will be powered largely by a need for customers to obtain wireless data. That's where Qualcomm's biggest strength comes to play in ways that will inure to the operators' benefit, and thus to Qualcomm's benefit. I'm ondering if you have caught the dialogue going on, on the Moderated Qualcomm thread between pcstel and others Yes, I have. Frankly, the entire discussion strikes me as being driven primarily by an emotional need for Qualcomm investors to defend their vision of the future and for Qualcomm bashers to defend their notion that such a promising future involves hurdling impossibly difficult obstacles. I haven't seen anything new in the discussion that we didn't amply hash out a couple of years ago, that 1) Qualcomm will have the greatest power if the world goes the way of CDMA 2000; 2)to the extent that the world goes the way of W-CDMA, Qualcomm's strength is weakened because it lessens Qualcomm's control over its value chain; and 3) barring another company gaining Qualcomm's expertise in CDMA and barring that company's ability to put that expertise to use without using Qualcomm's IPR, even if Qualcomm's strength is less than optimal it will still be awfully powerful. Why in the world those points need to be discussed ad nauseum month after month, beats me. No one seems to gain any insights or fresh perspectives. Instead, the discussions seem only to satisfy the emotional needs I mentioned above. There's really nothing wrong with satisfying those emotional needs. However, since I believe that investing should be dispassionate, the passionate stance taken in those discussions tends to make me think nothing much is getting accomplished in the way of investing. Just my opinion. A pretty strong one, huh. :) --Mike Buckley