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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: voop who wrote (43972)6/29/2001 12:14:04 PM
From: Judith Williams  Read Replies (2) of 54805
 
Clayton Christensen on "The Viability of 3G"
wrhambrecht.com

Two points of interest:
1. CC maintains it will take a while for 3-G to take hold. Demand for the increased functionality vis-a-vis GPRS and CDMA1XRT needs first to become attractive enough to warrant the transition.

Here he points to Apple's Newton which was a crashing failure as it tried to incorporate all the functionality of the PC. Later, along comes Palm with the PalmPilot and meets great success by limiting functionality to personal information management. Now the movement is again toward broadening functionality.

It occurs to me that this transition did not "take a while"--at least not what I would normally think of as a good bit of time.

2. CC points to the attractiveness of proprietary and closed architecture in the early stages of technological advance. The example he uses is NTT DoCoMo's iMode phone which uses cHTML.

Question I have here is whether this is a major place where CC parts company with Moore and Gorilla Gaming with its stress on open proprietary architecture. Or whether I'm not understanding his argument. Do, for example, NTT DoCoMo's revenue share arrangements create an open system--albeit one open only to members?

--Judith Williams
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