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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: paul_philp who wrote (51606)	6/2/2002 10:43:25 PM
From: Eric L	Read Replies (1) of 54805

Paul, << I have become convinced that infrastructure markets (telco, wireless) are different enough that the principles of Gorilla Gaming do not exactly apply. The economics and nature of advantages are very different. >> I'm wondering if you could expand on this, please? I myself do not see the "economics and nature of advantages" of "telco & wireless" and particularly mobile wireless telephony to be appreciably different from other technology markets that Moore describes in "The Gorilla Game" (or "Chasm" or "Tornado") as it relates to "the economics and nature of advantages". Not only don't I see it, mobile wireless could (should) be a model for illustrating and differentiating between a "proprietary open architecture" (Qualcomm cdmaone/cdma2000) and a committee based open architecture (GSM/3GSM-WCDMA). << I believe that enterprise computing will take on more and more of the characteristics of an infrastructure market over the next 10 years. >> Perhaps you have defined what you perceive to be the differences between an "infrastructure market" and "enterprise computing" on this thread before. If so, I did not pick up on it, and I apologize. Perhaps you could go over it for me. I have been kind of looking at this in reverse. I am of the opinion that "teleco & wireless" will increasingly take on characteristics of "enterprise computing" ... ... but I think I'm missing your definition of "infastructure". Best, - Eric -

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