Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 7
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 market...in 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 offering...so, 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.

Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.