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

To: Mike Buckley who wrote (47555)10/5/2001 5:03:32 PM
From: kumar  Read Replies (1) | Respond to of 54805
 
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.

I have a question. If one works on the basis described above, should QCOM be considered a G/C in the applications category or the enabling technology category ?

cheers, kumar


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