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

To: gdichaz who wrote (31051)	9/4/2000 12:29:19 PM
From: Eric L	Read Replies (3) \| Respond to of 54805

Cha2, Re: (QCOM) "Standards and the Gorilla Game" - Expanded Moore thinking on 36 slides << Samsung unveils handsets ... mobile handsets that can support the initial stage of IMT-2000 >> MSM5000. Start the meter. << Since you are the standards expert >> I am NOT a "standards expert", I simply poke around on the web a lot, to try to separate FUD from DUF, as it relates to CDG v. the Evil Empire. Standards (de facto, or de jure), and control of same, are at the heart of the G Game we play which is why I poke around. I've referenced the Geoffrey Moore Presentation called "Standards and the Gorilla Game: the Dynamics of Setting Standards in High Tech Markets" which was presented at the "US-Japan Technology Management Center" before on this thread. I have printed out the presentation and it is in a binder sitting right beside the RFM. I refer to the binder often, as I do the RFM, and I find it particularly helpful in doing ongoing evaluation of the gorilla status of Qualcomm. I have "page points" on slides 8 (which remind me of Jacobs and Viterbi circa 1989 to 1992) as well as, 9, 10, 11, 12 13, (all of which relate standards to the technology adoption life cycle), and 16, 17, 18, 19, 23, 26, 27, 28, 29, 30, 32. Thats a lot of page points, but it is a heck of a presentation, and a great supplement to the RFM, expanding on some key gorilla characteristics that the Manual does not drill down on to any great degree. Have you reviewed this slide set? You will probably enjoy slide 32 called "Windows of Opportunity" which has these bullets about the "Bowling alley and tornado" phases of the TALC. * No Time, Major Financial Impact is Here (referring to shareholder value) * Commercial Enterprises Lead (US, Asia) * Regulatory Bodies Lead The presentation is here: fuji.stanford.edu << is it true or just a "story" that the data speed for 3 g was set to reflect the speed of a Japanese "bullet train" of 144 kbps? >> So the story goes. CDMA data at full mobility, and full mobility for the guys that accelerated the IMT-2000 harmonized standards and will make it a reality is videoconferencing on a bullet train at full speed. This is why WCDMA (and cdma2000) get tested in "moving" vans (not "moving vans"). Some people I know <g> equate this with the size of a terminal rather than the rationale for such testing which is Fine FUD, and well applied. The final test, I guess, is on a bullet train in full Mo.<g> Best, - Eric -