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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: marketing1 who wrote (29663)	8/8/2000 5:03:22 PM
From: Thomas Mercer-Hursh	Read Replies (1) of 54805

you missed the main point of my post. No I didn't... I just didn't agree with it. As you can see from my initial response, I know about push versus pull ... but I question whether pull is likely to be very effective at this point for the reasons I cited. When a consumer goes into the store and 70% of the boxes are labelled "Intel Inside" the effect is a bit different than 10% (or whatever # is applicable) of the phones labelled "QCOM Inside" or "CDMA Inside". Or more to the point 0% because a particular area has no CDMA service or 0% because the carrier that has been chosen on the basis of rate plan, service offerings, coverage, etc. is not CDMA. With Intel, the consumer is unlikely to differentiate between Intel and AMD based on the functionality of the box, so it makes a lot of sense for Intel to push the comfort factor of going with the dominant player. With QCOM, the draw is going to come from people demanding higher bandwidth and quality and features which depend on that bandwidth and quality, functionality which CDMA is going to give them, but which they can't even ask for until some carrier in the area has put in the infrastructure.

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