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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: FLSTF97 who wrote (18451)	2/23/2000 9:44:00 AM
From: Mike Buckley	Read Replies (1) of 54805

Fatboy, You're right that I mean open, proprietary standards, not just proprietary standards. A potential example may be Qualcomm with the CDMA vs GSM methods, but I'm not really clear on when the two architectures were conceived/released. Not really. I'm asking the thread to think of a company that has been way behind in an early-generation technology but leap-frogged way ahead in a later generation of the same technology. I consider CDMA discontinuous relative to GSM and TDMA. I don't consider a 64- or 128-port switch being discontinuous to a 16-port switch. Make sense? --Mike Buckley

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