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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (44126)	7/5/2001 11:12:35 AM
From: Mike Buckley	Read Replies (2) of 54805

Thanks for the details, Eric! That [Isle of Man] handset is not GPRS - although the bearer service is GPRS. Ah. That is the source of my confusion. Though the details of my point are now corrected by you, I still believe the essence of my point is valid in context of the number of GPRS subscribers you mentioned to Frank. Though adoption of GPRS might be prevalent some day, I don't think it has crossed the chasm. I believe it's premature to make any assumptions about it enjoying the incremental, sustained adoption Christensen asserts in defense of his statement that GPRS will have a longer life than manufacturers of competing products would have us believe. Similarly, because it hasn't crossed the chasm, I also don't put any stock in the manufacturers' assessment. In my opinion, it's simply too early to know the impact GPRS will have on adoption of 3G technologies. --Mike Buckley

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