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

To: MU Lation who wrote (1429)	4/23/1999 10:07:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>>But, why should I consider them <Qcom> a Gorilla in my portfolio? Isnt AT&T as well as LU on the other side of the fence (TDMA)? Sorry you got to the party late, MUL, but don't worry, it's going to run for a long time <g>. With regards to LU and T, remember, you are talking about one company. As to why Q is a Gorilla, have you read the Gorilla Game yet? If not, you can find the GG definitions linked to my profile. As far as dd on Q is concerned, it first appeared on our Gorilla radar screen due to a posting by Mike Buckley on March 25 which led to a crash investigation by a number of us. The text of his post #832, which is well worth repeating, is as follows: I hope everyone noticed that Ericsson and Qualcomm came to a major agreement today that will enable customers to more quickly adopt the CDMA technology. The two companies agreed to support one common standard. A lot of potential customers were holding off on choosing one technology over the other until the suit played out. Now that the suit will never get to court, let the adopting begin. I'm sure we'll here from Chaz who has already posted in the AOL folder that this news is equivalent to the product crossing the chasm. Gorilla Game devotees will take note that the authors recommend waiting to invest in enabling technologies until the tornado forms. If you're not familiar with CDMA, it is an enabling technology. Ericsson estimates there will be 16 million wireless handsets sporting CDMA technology in 2001. There has been tons of analysis posted on this thread, MUL. You can speed up your dd by reading from #832 onward. Frank

To: MU Lation who wrote (1429)	4/23/1999 12:00:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

To MU Lation: Re the Q, the primary gorilla characteristic is that Qualcomm has a strong Intellectual Property Rights hold on the ascendant wireless technology Code Division Multiple Access - an enabling technology in gorilla jargon. This the wave of the future in wireless, GSM (the primary installed base) is converting to CDMA for the 3rd generation and whatever flavor used, Qualcomm gets royalties from its IPRs. Re Texas Instruments which is the king of DSP (or at least the senior prince), the TI DSPs are not competitive with the ASICs which go in CDMA phones and basestations. These are either supplied by the Q (Intel and IBM are the "foundries" for them) or under license to VLSI or other chip folks or suppliers such as MOT and NOK. TI is a strong company and an excellent investment IMO but the Q can hold its own on chips. Qualcomm is a chip design and general R&D powerhouse. Wish you well. Waiting for a "buying point" on the Q may be like waiting for Godot however. Best. Chaz too

To: MU Lation who wrote (1429)	4/23/1999 7:34:00 PM
From: Robert	Read Replies (1) \| Respond to of 54805

But, why should I consider them a Gorilla in my portfolio? Isnt AT&T as well as LU on the other side of the fence (TDMA)? It should be pointed out that LU is on the fence, not on the other side. They are big into both TDMA & CDMA. In fact they will probably win one of the "soon to be announced" Chine CDMA Infrastructure expansion contracts. I also believe they hold the current market lead in CDMA infrastructure ahead of Nortel and Motorola. Robert.