Ruffian: Ref: KYO buyout
1) I too was supprised as I knew little about KYO
2) The act of KYO's president standing up, speaking no English in meeting could be shocking to some. But his thoughts and presentation were sound.
3) Various WEB sites show KYO's very inovative miniture phones.
4) With the merger of IDE, IDO & ?, there is a powerful nationwide cutting edge CDMA phone system that is backed by Toyota and KYO's finasncial and political resources. For ecample, expect to see CDMA devices in the Lexus auto and Japanese laptops.
5) For those that are clueless this will be an example of what is known in Japan as the "now sword manuver". From Samuri tradition, this involves facing an enemy unarmed, taking his sword away from him and slaying him with it. The significance of this strategic move will ABSOLUTELY NOT BE LOST on the leaders of other Japanese industry who are also steeped in this culture and tradition. For other Japanese companies this vision is as simple as day and night. They will get behind it, and with QCOM's engineering assistance, incorporate CDMA in things you haven't dreamed of. NTT Do Co Mo may will concede to the whirlwind and adopt QCOM's CDMA.
What you have just witnessed may well be looked back on as the strategic move of the century by business historians. It may well lead to a resurgance of Japanese technology in many diverse areas.
5) QCOM's retention ot their phone design team is absolute brilliance on Jacobs' part. It will be subsidized by work for KYO while it rapidly transforms to an advanced design team for incorporating CDMA devices in laptops, autos, coke machines, medical devices, game boys and hundreds of other applications. It will provide supurm engineering services for hundreds of US manufacturers who envision CDMA devices in their products, but are totally clueless as to how to get them there. Expect someone like MSFT and INTC to help out with application software and internet server farms.
Truely, hundreds of mini tornados will be spawned.
6) Meanwhile, NOK, MOT and ERICY will face a barrage of innovative 2.5 and 3 generation devices which they will be stressed to duplicate. MOT and ERICY will lag. NOK will successfully face the challenge only by buying a portion of QCOM ASICS for their mor innovative products.
7) QCOM's HDR will also find its place in the WILL systems that will be set up in various places around the world. AT&T has to back it in some form because of CSCO's challenge.
This is just the beginning. Jacobs and his group are supurb long range strategists.
JohnG |
