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

To: EJhonsa who wrote (31482)	9/12/2000 10:58:57 AM
From: the hube	Read Replies (1) \| Respond to of 54805

Re: VxWorks vs Epoc The point of my post was actually only that I think if you are building a basket in the handheld area, it should include Wind (not to the exclusion of anything else). I still maintain that it is too early to write them off. I also noticed that the 3G phones on the link you provided are on the GSM world site, not the Symbian World site. Nowhere on that page does it say what operating system they will be based on. John

To: EJhonsa who wrote (31482)	9/12/2000 1:58:48 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Wind's view of the operating systems on 3G phones is that they'll be nothing more than thin-client browsers with some sparse, pre-installed software by which one can access network apps. So they think that they don't need a hige third-party developer base, they don't need apps that can be bought off store shelves, and so on. This stance as just as flawed as Larry Ellison's "the network is the computer" vision. Gorilla Gamers of all people should be able to see the evident risk in that strategy. The value chain is EVERYTHING to a technology company basing its business model on a proprietary product. To ignore it isn't suicide, but it is a self-determined strategy that will prevent them from being #1 over the long haul in their market. --Mike Buckley