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

To: ggamer who wrote (23648)	4/26/2000 6:25:00 PM
From: Mike Buckley	Respond to of 54805

GGamer, If QCOM really has all the essential patents to WCDMA why can't they just say "NO" to every company that wants to license their IPR. This way they will for sure close the doors on all competitors of CDMA2000. A great management team sees its customers as real partners. Partners don't piss each other off by saying, "No I won't give you what you want because I've got something that will make me more money I'd rather sell you." In the long-term that sort of non-partnering approach to customers simply doesn't work. Those potential customers will do everything possible to avoid doing business with you and they'll do it, to the point that they'll figure out a way to use string and tin cans to communicate around the world if that's what they have to do. There are already enough reasons for competitors to try to find a discontinuous innovation that unseats our Gorilla. Let's not give them even more reasons. --Mike Buckley

To: ggamer who wrote (23648)	4/26/2000 6:32:00 PM
From: gdichaz	Respond to of 54805

ggamer: Ha. You are an analyst, no? So you can answer that yourself easily I bet. Since almost every projection for 3rd gen wireless has CDMA of both flavors reaching close to 100% of the market, why cut off a potential bonanza. Why refuse to participate or throw roadblocks in front of a major potential cash cow? (Odd mixing of images but hope that is clear enough) This is exactly my personal problem with what Nokia seems to be doing. Nokia seems to be refusing to participate as well as it could in CDMA with the data tornado where CDMA has a major leg up staring Nokia in the face. Seems foolish to me to reject a possible major market. Don't think the Q will be so foolish as to reject its opportunity in WCDMA (DS) - where there is no reason BTW that the Q can not be a major seller of ASICS. Best. Cha2