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

To: tero kuittinen who wrote (19822)	3/11/2000 6:42:00 PM
From: Randall Knight	Respond to of 54805

A real gorilla status is derived from the ability to create new standards and dominate them. It's perfectly clear that W-CDMA will be the dominant 3G standard and at the moment it looks like GPRS is going to be the leading 2,5G standard by any measure. The likelihood that EDGE is going to be implemented by the majority of both GSM and TDMA operators is high. Why would any carrier adopt "W-CDMA" when they could adopt a proven technology (CDMA2000) earlier for the same cost? No way is Nokia a gorilla. At best it is a king and its position there depends on its ability to get a 1x capable CDMA phone to market soon. Also, the likelihood that Edge is vaporware is very high.

To: tero kuittinen who wrote (19822)	3/11/2000 8:29:00 PM
From: voop	Respond to of 54805

deleted

To: tero kuittinen who wrote (19822)	3/11/2000 8:29:00 PM
From: voop	Respond to of 54805

Hi Tero It's perfectly clear that W-CDMA will be the dominant 3G standard and at the moment it looks like GPRS is going to be the leading 2,5G standard by any measure. In your opinion, will GSM companies who migrate to 3G WDMA owe royalties to Qualcomm? I know Qualcomm thinks they do but i was curious on your thoughts. Regards Voop

To: tero kuittinen who wrote (19822)	3/11/2000 8:37:00 PM
From: Eric L	Respond to of 54805

Tero, << Nokia's gorilla status has never really been even superficially discussed on this thread >> Perhaps you would like to examine Nokia as a gorilla candidate on this thread. Thread consensus is that Nokia is a rather princely Prince, not a gorilla, and not a King, since it does not have twice the market share of its next closest competitor. << That's because the definition of a telecom gorilla on this thread is formulated from a US point of view >> The definition of a gorilla, telecom or other, as discussed on this thread, is formulated in the RFM and posters here are generally prompted to read it. Can we assume you have read the "Gorilla Game" and are familiar with the use of its terminology? << A real gorilla status is derived from the ability to create new standards and dominate them >> Not if the standards are "committee based" according to the RFM. - Eric -