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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (27106)6/30/2000 6:08:13 PM
From: 100cfm  Read Replies (3) of 54805
 
Speaking of stronger value chains I think Q's value chain is in total revolt. This latest news release indicating every Korean carrier has decided to go WCDMA unless the Gov forces them to go cdma2000 is unbelieveable.

Something is not right here guys, you wanna tell me that European carriers who want to go WCDMA are idiots OK but not the KOREANS. They are the biggest users/supporters of CDMA, why do they all want to go WCDMA. They know better then we do the advantages of cdma200 so why go for a technologiaclly inferior protocol. Also Korean carriers are not being forced into WCDMA like European carriers, they want to do it willingly. Someone tell me why.

I consider carriers part of Q's value chain since they are the ones who select the standards. CDMA2000 can be the greatest thing since slice bread but if everybody wants WCDMA what good is it. Right now Q's value chain should be circling the wagons around it, instead they are kicking it in the teeth.

I also consider governments that control the standards their carriers can use as part of Q's value chain. China and Brazil have also kicked us in the teeth. Mot has come around somewhat but NOK continues to refuse to join the chain directly, at least they will be part of it indirectly.

Q must bring it's value chain to heel and fast.

I am very frazeled with this WCDMA thing. Why is everbody wanting an inferior, not ready, more expensive,most likely to be delayed by legal battles system over 1x/HDR. Is everybody in the world except us wrong??

100lookinghardforthe valuechainandthetornado
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