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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.94+1.1%3:59 PM EST
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To: Ibexx who wrote (5196)12/4/2000 12:33:39 PM
From: Mike Buckley  Read Replies (3) of 197064
 
I am speculating that, at this juncture, Q management thinks it's more important to make CDMA a de facto standard than anything else.

Exactly. This is classic Gorilla-Gaming strategy for building the strength of the value chain. The stronger the value chain, the more pervasive the standard. As the value chain grows, each member of it does everything reasonably possible to ensure the success of the standard because their revenue depends on that success. The irony is that as the value chain becomes stronger and stronger, the Gorilla (Qualcomm) gains greater and greater control of it, using it to thwart competitive efforts.

--Mike Buckley
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