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Investing Books / Gorilla Game, The


Subject:  Another Gorilla market for Qualcomm Date:  6/15/2000  9:24 AM
Author:  tjbd Number:  2931 of 8788

1. Is it a discontinuous innovation? Yes
2. Proprietary, open architecture? Yes
3. Forseeable value chain? Yes
4. High switching costs? Yes
5. Is the technology across the chasm? No

The book states that at first, there may seem to be no natural customers for an enabling technology, but that obviously isn't the case here.

If I get some time, I may attempt a full-blown Gorilla
report on this.
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