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Non-Tech : The Critical Investing Workshop

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To: Jim Willie CB who wrote (3536)2/12/2000 4:11:00 PM
From: w molloy  Read Replies (3) of 35685
 
>> correct me if I am wrong, anybody

Always my pleasure

key fact:
European corporations did almost nothing to advance the technology, only the
adoption and usage


1. I miss the distinction between advancing a technology vs adoption and usage. Aren't they the same thing?

2. If you mean proposing a new technology then adopting it, GSM is the
primo example.

3. Two more examples of new concepts advanced by european companies
a) ARM cores. Licensing proven designs for a RISC processor aimed squarely at portable devices
b) SIM cards. Simplifying cross network roaming in ways not possible in the US.

Europe thought they had established dominance in the wireless
telephone sector
ooops, wrong again, forgot to create the next generation
when it comes to technology, nothing but nothing stands still

Europe still has dominance. Look at the overall numbers for GSM vs CDMA. Regarding the maturity of markets, consider the penetration
of wirless in European countries, especially Scandinavia, where it is over 60%. US wireless penetration lags behind Europe and Japan.

US companies will not have a lock on 3G, as you imply. The Asian
companies will quite possibly take over from NOK ERICY and MOT in the handset arena. The infra market will be carved up by the current players ERICY, NORTEL and LU. QCOM has conceded the OEM spoils, by divesting themselves of the infra and handset divisions to focus on chipsets and IPR. Nothing wrong with that, but remember that QCOM is paying license fees to ARM.

t will be fun to watch Europe squirm in wireless data backwaters in coming months
This is just a plain dumb statement.

w.
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