Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: marketing1 who wrote (29663)	8/8/2000 5:03:22 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

you missed the main point of my post. No I didn't... I just didn't agree with it. As you can see from my initial response, I know about push versus pull ... but I question whether pull is likely to be very effective at this point for the reasons I cited. When a consumer goes into the store and 70% of the boxes are labelled "Intel Inside" the effect is a bit different than 10% (or whatever # is applicable) of the phones labelled "QCOM Inside" or "CDMA Inside". Or more to the point 0% because a particular area has no CDMA service or 0% because the carrier that has been chosen on the basis of rate plan, service offerings, coverage, etc. is not CDMA. With Intel, the consumer is unlikely to differentiate between Intel and AMD based on the functionality of the box, so it makes a lot of sense for Intel to push the comfort factor of going with the dominant player. With QCOM, the draw is going to come from people demanding higher bandwidth and quality and features which depend on that bandwidth and quality, functionality which CDMA is going to give them, but which they can't even ask for until some carrier in the area has put in the infrastructure.

To: marketing1 who wrote (29663)	8/8/2000 6:45:03 PM
From: sditto	Respond to of 54805

<<just started reading Living on the Fault Line, haven’t read Crossing the Chasm or Inside the Tornado>> If you had to pick just one book to squeeze onto your reading list I'd suggest Inside the Tornado. It summarizes all the Crossing the Chasm issues and is written for marketing pros as opposed to LOTFL line which is quite interesting but written for brick and mortar management. BTW, if you worked for QCOM we all might be able to retire on those appreciated shares. <vbg>