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Subject:  Qualcomm: NOT a Gorilla Date:  3/7/2000  3:10 AM
Author:  OnAJungleHunt Number:  1405 of 8809

Although it is frequently referred to as such, using the definitions in the Gorilla Game book, Qualcomm in NOT really a gorilla, as it does not have a leading share of the fact, it isn't even close. Now, certainly there are reasons to be hopeful that it may some day be the wireless gorilla, but for now, it is really GSM that is the gorilla: they have leading market share in a proprietary technology with high switching costs (although, as far as I know, there is now one company fortunate enough to be profiting off of this).

Which brings up an interesting point: if GSM is the Gorilla, how could a chimp (CDMA) take over its gorillahood??? In my opinion, if the wireless world remained a voice-only world, then CDMA likely could NOT become the gorilla. The thing is though, there is a discontinuous innovation--wireless INTERNET--that is poised for a major tornado (although, so far, there is NO tornado). And this discontinuous innovation gives Qualcomm the OPPORTUNITY to replace the GSM "gorilla".
And it's product is clearly superior than any GSM, hopefully, it can become the new wireless gorilla. But it is NOT there yet, and it would be naive to think the current gorilla will just lay down and die...there's too much capital invested in the current GSM network for its current users to not TRY to keep it alive with EDGE.

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