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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (27240)7/3/2000 4:33:44 PM
From: alburk  Read Replies (1) of 54805
 
Will Q be the 3G Gorilla? Gorilla Game experts please help.

It seems to me that Q’s gorilla status at this point is limited to 1G and 2G CDMA enabling technology—CDMA wireless voice communications enabling technology. We are all expecting Q’s gorilla status to encompass 2G CDMA data. But, the future hinges on 3G voice and data.

Q does not appear to be the Gorilla of wireless digital voice communications technology—1G and 2G. GSM is the undisputed market leader on a worldwide basis, several times larger than CDMA in terms of subscribers and systems. There is no gorilla in this larger theatre. There may or may not be a 3G voice and data gorilla. 3G voice and data is the anticipated mass market. The 3G tornado has yet to begin.

Is the landslide in Q’s stock price explained by the markets assessment that Q does not have a lock on 3G gorilla status?

This weekend I read a post by Eric L. (very informative) that said, “It is becoming increasingly evident that in the 3G world, committee based open architecture will dominate…”

This seems to bring in a whole new variable that to my recollection is not discussed in the Gorilla Game.

Q has significant IPR to bring to the 3G game but the game is not typical in that governments are collaborating with competitors to channel 3G into a committee based open architecture, heavily influenced, if not controlled, by governments. If they are successful (dominant), can 3G be a gorilla game? Can Q be the 3G gorilla.

Gorilla Game experts please help.

Thanks,

Andy

PS I wrote this over the weekend. I see that parts have been touched upon today. Decided to post it anyway. Thanks for input Eric L. and Mike Buckley
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