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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: chaz who wrote (23914)4/30/2000 4:43:00 PM
From: gdichaz  Read Replies (2) of 54805
 
chaz: Your decisions re buying or not buying are your business. Good luck.

Since you are my namesake predecessor, I think I owe you some info as grist for your decision mill on WAP (and therefore perhaps - PHCM).

Note well this from Eric L's post: "In some cases WML can carry the same piece of information as HTML, but using half the kilobytes."

That one sentence speaks volumes.

Nokia (a major WAP supplier) and other equipment suppliers who focus still on GSM find that WAP is an essential element in permitting GSM (through the GSM upgrade GPRS) to squeeze enough into its data provision (its speed) to serve some important data requirements.

Qualcomm does not require that squeeze since both 1XRTT and HDR make that unnecessary.

Also when (in 2 or 3 years or whenever) WCDMA sees the light of day, it may need WAP because of its ability to squeeze data (actually transmit less data to get the same message through). But Qualcomm's version of 3rd gen wireless does not need that squeeze.

Therefore there is a huge and rapidly growing market for WAP whereever the GSMers are trying to keep their market.
And BTW in Japan where there is a similar problem for everyone but DDI which uses Qualcomm's technology.

In sum, the non Qualcomm world is heavily dependent on WAP for data purposes (less data transmitted for a similar use) over the next couple of years at least. This is a huge opportunity and a very very large potential market.

Whether this affects PHCM is a separate point. But PHCM along with Nokia are major players in the WAP space.

Best.

Chaz

PS Will be interested in Eric L's comments on this perception of mine, since I have great respect for him and look forward to his "take".
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