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

To: Jim Mullens who wrote (54024)	5/13/2003 1:07:55 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Jim, Qualcomm certainly never had the opportunity to sell CDMA products into the largest GSM market, Europe ( rightly or wrongly) due to government regulation which prohibits anything but GSM. It's Qualcomm's job to use its influence to reduce all obstacles to adoption of its product, including governmental obstacles. The fact that it was not successful doesn't mean that the market wasn't there. By definition, if a market is available to a competitor, it's also available to Qualcomm. Using your logic, had Qualcomm not been successful at influencing China's government, China would not be part of Qualcomm's market. Further, in the past Qualcomm along with many Asian companies were excluded from the GSM market due to excessive royalty rates imposed on all except those in the cartel. Again, that's because Qualcomm's competitors did a better job of controlling that market than Qualcomm did. That's not the same as saying that it wasn't Qualcomm's market. According to your usage, a market is only an area in which a given competitor is somewhat successfull. That's simply not accurate. --Mike Buckley