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Technology Stocks : Nokia (NOK)
NOK 6.940+1.4%3:35 PM EST
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To: JohnG who wrote (10140)3/28/2001 5:56:32 PM
From: Eric L  Read Replies (2) of 34857
 
John,

<< Standards bodies efforts in fast moving new high tech fields slow the progress that makes us great. The new way is that a leader sets the standards and the vendors and customers coaless around these standards, focus their work in that direction, defend these standards and watch their stock options appreciate >>

And their stock does appreciate ... IF they are successful ...

... if not they become a chimp ... like Apple ... in the words of the author of the book you reference ... who also points out that gorillas are very rare.

<< Read the Gorilla Game >>

Yes .. read it.

... also read this supplement called "Standards & the Gorilla Game" by the author that relates to having architectural control of a standard (de facto or de jure):

fuji.stanford.edu

Then read Qualcomm's 5 Points that describes the IMT-2000 architecture they were insistent upon:

Message 6207324

Compare it to the architecture of UMTS UTRA DS:

unet.univie.ac.at

<< This is the American high tech way. The European Commission can't stop it. >>

It is not the global high tech way ... or the way of Asia, or of Europe, or of the wireless industry, as Geoffrey Moore points out in his slides.

... and as Mika points out "They were invited to join the standards party and decided to chuck their collective toys out of the pram and go their own way"

There is here, a classic clash between what Moore calls proprietary and open standards, and committee based standards.

... not many gorillas out there. No gorilla yet in the wireless data and multimedia tornados to come. May never be one. Chimps, Princes ... no Gorillas.

- Eric -
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