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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject4/30/2002 6:29:12 AM
From: techreports  Read Replies (1) of 54805
 
I was wondering if anyone knew of any books that they would recommend that deals with the history of the computer industry. I mainly want to learn more about enterprise software (database, routers, CRM, ect..). I read about this stuff, but I don't really know what they do. I understand companies like AMD, Intel, Microsoft, and Apple pretty good. I can determine what's FUD and what's real. With these companies I can't. When I hear SAP is taking share from Siebel and then Siebel says SAP has been taking share for 10 years, how the heck am I suppose to know what's really going on? This really bothers me.

So I was hoping a book could help me get a better feeling for these industries, their competitive advantages, weaknesses and strengths, ect..

Here's a book on wireless. I have no idea how good it is. I plan on read a few pages to see if I want to buy it.

Tapping into Wireless
amazon.com

Here's a interview of the author. He sounds like he fully researched the industry. Hopefully, he provides lots of history about the industry and where he thinks it will go. Unlike past gorillas, Qualcomm has a twist. They have to deal with governments. Whereas, companies like Microsoft, Oracle, Intel, and Siebel play in a more free market where businesses and consumers decide. Wireless has a government element to it. Actually, since Qualcomm doesn't control WCDMA they are not a gorilla anyway. Just think the government element should be evaluated & I haven't seen much discussion on this board or any Qualcomm board about it.

Why would a country like China or Brazil want to go WCMDA? Their companies would never get the IP that Nokia, Ericsson, Motorola, and others have developed and patented and would never license except for a heft fee.

interview w/ author
infosync.no
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