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note: first let me say i know nothing about qcom. I don't care to know anything about them.


Ok, that's out of da way.


My take (and it's probably totally wrong), how can qcom be a gorilla when it's main advantage is it's patents? I mean those run out..

Microsoft is a gorilla. It doesn't rely on patents, yet it has a VERY strong value chain. High switching costs, ect..Same with Intel or Cisco.


I believe, The Gorilla Game outlined all of the important aspects a company must have to live a healthy and prosperous life and grow to be a very old primate. Mr Buffet believed technology was too fast changing to create long term value, but he was wrong (obviously). If a company creates a strong value chain and becomes an open proprietary standard, then companies are more reluctant to support another standard; therefore technologies companies can be good long-term investments. Just look at Microsoft. Conquers the operating system, then moves into applications, then uses Internet Explorer to make MSN the default page and becomes one of the top portals on the net. If that's not long-term value then i don't know what is..


So does qcom have this attributes? A simple yes your right scrim or no your wrong will do.

If some one like BruceB wants to go into a some detail on why i'm wrong i'd appreciate it.
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