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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (5196)12/4/2000 12:33:39 PM
From: Mike Buckley  Read Replies (3) | Respond to of 197067
 
I am speculating that, at this juncture, Q management thinks it's more important to make CDMA a de facto standard than anything else.

Exactly. This is classic Gorilla-Gaming strategy for building the strength of the value chain. The stronger the value chain, the more pervasive the standard. As the value chain grows, each member of it does everything reasonably possible to ensure the success of the standard because their revenue depends on that success. The irony is that as the value chain becomes stronger and stronger, the Gorilla (Qualcomm) gains greater and greater control of it, using it to thwart competitive efforts.

--Mike Buckley



To: Ibexx who wrote (5196)12/4/2000 4:09:30 PM
From: FaultLine  Read Replies (1) | Respond to of 197067
 
Intel frequently licensed its key technologies to rivals such as AMD

That was because many companies and especially the military will not buy from and be dependent on a sole source for many critical components. AMD was brought in to deal with this problem.

--fl


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