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

To: Eric L who wrote (47551)	10/5/2001 4:39:24 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Which makes them a "local gorilla" aka a chimpanzee. Arguable, but they seem clearly destined to be the Gorilla of 3G. uf

To: Eric L who wrote (47551)	10/5/2001 4:41:34 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Which makes them a "local gorilla" aka a chimpanzee. I think that's accidentally misleading, Eric. Using that logic, Qualcomm is a chimpanzee that dominates its niche (as opposed to being a chimpanzee that doesn't.) The only beast more powerful than such a chimp is a Gorilla. Most investors would be happy to have such a powerful company in their portfolio, especially considering the size of the so-called niche. I think the context Paul provided that questions whether or not Qualcomm is a gorilla speaks to the issue many people discussed a couple of years ago, that Qualcomm's control is lessened by the fact that it doesn't sell directly to the end users. To the extent that BREW is successful, the power of controlling the applications part of the value chain will go a long way to counter that control is given up by not selling to the end user. --Mike Buckley