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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: Eric L who wrote (1014)7/17/2004 3:56:18 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 2955
 
It seems to me that the contrast you make describes two alternatives, but that Qualcomm's relationship to WCDMA appears to me ... admittedly an amateur in this area ... as a third thing. Yes, it is true that a committee, not Qualcomm, controls the overall WCDMA architecture. But, it is not true at this point in time that this committee could define that architecture in such a way as to exclude the use of Qualcomm's IP. There are other parts of the architecture where there are choices or alternatives, but not in the fundamental core CDMA technology.

It this is a valid perception, then isn't there a midpoint between total exclusive control and no control in which one has exclusive control of an essential component. While this may not be quite as powerful a position as controlling the entire architecture, it certainly can be nearly as powerful as long as no other company is in an equally strong position.

Few things in life are absolute ... my bet is that just about every proprietary open architecture you can think of is less than absolute, some measure of yield to market forces and other players having been required to establish the standard in the first place.
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