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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mauser96 who wrote (2642)6/15/1999 6:21:00 PM
From: Uncle Frank  Read Replies (1) of 54805
 
Thanks for the commentary, Lucius. I follow your logic but I have a problem with the following:

Would you buy a QCOM phone in the states if you couldn't talk to people who own Nokia or Motorola phones?

I have a cdma phone, which connects me to the Sprint network. I have no problem calling people who are using tdma or amps or gsm systems to hook up to their provider's network. The scenario you described would only be applicable to walkie talkies.

imo, the value of standardization is focused development efforts and cost reductions by virtue of economy of scale. But since qcom controls the standard (I'll assume that until proven otherwise), they can change/improve it and cause a whole lot of problems/expense for their competitors (one of the basic tenets of the GG).

Frank
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