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

To: Eric L who wrote (28371)	7/19/2000 10:32:15 PM
From: shamsaee	Read Replies (2) \| Respond to of 54805

All the cobwebs are going away and things are starting to fit.Looking at it more closely this looks like a awesome execution of a plan by NTT,which I think has been in the works for some time. If I remember correctly,Hutchinson Whampoa based in Hong Kong invested a large sum of money into China Unicom pre IPO and suddenly we start getting reports on china unicom putting CDMA on hold and continue with a GSM build up.Docomo is looking to invest a big chunk of money into Korea Telecom(not sure but one of the big three in korea).Korea suddenly starts talking WCDMA and every one is shocked.This pretty much takes care of the biggest 3 markets in ASIA. Then to move into Europe,you go get yourself a European partner and go after spectrum auctions in all the major markets and you have yourself a huge network. The missing link is the US but that should be easy since the American carriers are so split and various standards.once they get that you have yourself a global network. Given NTT cash position they can pretty much buy what they want.I wonder what promises have been made to the chinese and Koreans on WCDMA and what concessions have been given. The only obstacle is a US company in SD. Am I hallucinating here or is this pretty well planned? PS where does VRIO fit in all of this?