re PHCM & WAP - comment from GM :
John & Susan, first THANKS for the Hunt report (its getting printed as I type this).
Heres some comments on WAP from Geoff Moore, back in March.
"Gang,
WAP is not my forte, primarily because I think that the cell phone market standards will get established in Europe and Japan, not here, but I can say from a recent trip to Finland that much of Europe and virtually all of Japan
sees the cell phone, not the PC, as the primary interface to the Internet.
They obviously have differnet applications in mind than we do, and my guess is that the exciting market ideas will spin up there, not here. I also assume that they, not us, will define the definitive WAP standards. I do think that WAP will tornado. My guess, however, is that WAP as WAP will be something like IP standards -- very open, and probably not open to gorilla or godzilla domination. But WAP apps, on the other hand, could very well create godzillas.
Geoff
Geoffrey Moore
Chairman, The Chasm Group
(650) 312-1946
Venture Partner, Mohr Davidow Ventures
(650) 854-7236
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