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


To: Eric L who wrote (36472)12/14/2000 11:43:13 PM
From: kumar  Respond to of 54805
 
would anyone like to comment on this excellent post by Eric L. ?

Message 15002734

my comment - I value architectural control more than IPR.

BTW, for purely personal reasons, and "best ROI" etc, I am now entirely out of QCOM. If/when I have some spare cash, I'd consider buying again.

cheers, kumar



To: Eric L who wrote (36472)12/15/2000 12:24:32 AM
From: tekboy  Read Replies (1) | Respond to of 54805
 
One of these days I intend to go back and review Ferguson & Morris's "Computer Wars" Moore states "were the first to explicitly point out the importance of architectural control to market-place power" and which Moore freely admits to appropriating" when defining "Proprietary Open Architecture with High Switching Costs (page 52; RFM).

you might also want to check out Ferguson's recent High Stakes, No Prisoners, which describes how he tried to apply his thinking to his work at Vermeer (later Microsoft Front Page):

Message 12431464

tekboy/Ares@archivist.com