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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (30950)	9/2/2000 3:32:48 PM
From: lurqer	Read Replies (2) of 54805

Well I certainly agree that Dr J. is no Farnsworth. However I'll maintain that the GSM cabal's strategy is to delay and obfuscate. So for me there is a parallel (but by no means a one to one correspondence) with the Farnsworth/Sarnoff story. The importance of time is the reason for my calling attention to the German spectrum auctions in a previous post. As stated in that post I disagree with the DoCoMo part of Callisto's thesis. In fact since I view time to be so important in this "conflict", I'm overjoyed at DoCoMo's pell-mell rush to deployment. Given the news today from Japan Telecom Co and DDI's plans, next year's developments in Japan should provide a very interesting, high visibility test. As for the tactic (RMBS like) of denying future licensing to those who don't sign up soon, I'm rather fond of "keeping options open". Plus I believe this approach could lead to other problems. lurqer

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