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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (31492)	9/14/2000 6:06:58 AM
From: Snowshoe	Read Replies (1) of 54805

>>Gorilla Gamers of all people should be able to see the evident risk in that strategy. The value chain is EVERYTHING to a technology company basing its business model on a proprietary product. To ignore it isn't suicide, but it is a self-determined strategy that will prevent them from being #1 over the long haul in their market.<< Mike, I'm puzzling over your response. What do you think WIND is ignoring? Did you read the white paper, or did you base your conclusion on Eric's characterization of WIND's position and his diatribe against Java? The whole thrust of Eric's argument was based on his dismissal of Java, whereas WIND advocates a wealth of applications written in Java. Here's another excerpt from the paper... The real value of the mobile Internet is the ability to access location and time-sensitive information and services – anytime, anywhere, from traffic information and routes, to stock trading, to location-sensitive e-commerce, to a thousand other potential uses. Application programming will rely on ubiquitous Java applets, not on native third-party applications for most devices. Java will provide the generic content and dynamic extensibility required for this vast array of new products and services, while native applications will typically be built-in. Eric does not explain how non-Java applications are supposed to work across the multiple hardware platforms that will exist for 3G phones, and the very Symbian/Java article he cited made a strong case for Java in 3G phones.

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