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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (25902)6/6/2000 2:41:00 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Eric,

You're probably right about Nokia and Moore. The folks at Nokia probably read page 39 of the revised manual where Moore uses CDMA as an example of how a Gorilla's proprietary standard becomes adopted on Main Street. He writes, "Is CDMA a better standard for wireless telephony [than] GSM? 'Who cares?' reply the partners -- we can only support one, and so Qualcomm licenses CDMA to Ericsson for a combined G3 standard."

Gotta love it.

By the time Moore sent the pages to his editor, Nokia probably turned him around in his thinking. Either they convinced him that Ericsson is doing so poorly on a relative basis that it's not a strong partner to be used as an example. Or maybe they convinced him that Nokia can build CDMA stuff just fine, like they've been saying all along, and don't need Qualcomm.

--Mike Buckley
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