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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Martin Atogho who wrote (14627)	1/8/2000 8:31:00 PM
From: Eric L	Read Replies (2) \| Respond to of 54805

Martin, << how have these strategies and tactics changed >> Geoff Moore describes better than I the necessity to change OST through the various stages of the technology adoption life cycle. Dr. J. took "Q" from user base Zero in early 1994 to a gorilla position in CDMA and 16% ww marketshare in wireless mobile telephony by early 1998 and 17% - 18 % today, with some tough & focused tactics, totally ignoring the global base of GSM that was expanding out of Europe. << and why do u think this is costing us (Q shareholders) $$$$? >> No revenue out of Western Europe, little out of EU, Russia, China, Africa and 2nd fiddle to TDMA in LA. Leaving big $ on the table. Time to get beyond Korea & US with pockets of Asia & LA thrown in. << Is there something Dr. J should be doing that he is not? >> IMO, focus efforts on alliances & cooperation with with ETSI & UWC. Increase thr Value Chain. All this just my opinionated opinion of course. - Eric -