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

To: Mike Buckley who wrote (1016)	7/24/2004 8:34:14 PM
From: tinkershaw	Respond to of 2955

QCOM has an opportunity for the reasons Thomas mentioned in being one of the strongest Kings ever. Putting this into the context of INTC, MSFT, CSCO in the past, QCOM would seem to perhaps have greater advantages than the above. Each of the above silverbacks, to seek further growth, moved outside of their core Gorilla power and faced Royalty battles. With QCOM, worse case scenario in these battles, they will have royalty income coming in. Given QCOM an advantage the other silverbacks did not have when they ventured outward. The other advantage QCOM has is that where QCOM will venture away from its Gorilla stronghold will be into areas that are not very dissimilar from its Gorilla stronghold (ie, CDMA chips and CDMA royalty collections). QCOM will stick closer to its core competency then the others did. Given me some real confidence going forward. Tinker