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

To: 100cfm who wrote (37219)	12/30/2000 4:30:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

I think you are confusing the difference between a customer who hates it's Gorilla but does business with it because it has to, with a customer who hates the Gorilla and goes a more expensive and inferior route rather then to do business with the Gorilla. How so "confusing"? Yes, it is always a possibility that the prospective value chain will take the stupid route rather than give in to the gorilla, but do you really think that is likely to happen here? To have that happen here would have to imply that there won't be much pressure from the consumer for high data rate services and that the competitors act so completely in concert that no one offers a higher performance service which provides a compelling advantage. I find this unlikely. On either count.

To: 100cfm who wrote (37219)	12/30/2000 5:12:48 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

I think you are confusing the difference between a customer who hates its Gorilla but does business with it because it has to, with a customer who hates the Gorilla and goes a more expensive and inferior route rather than to do business with the Gorilla. I'm not sure it is more expensive to use alternative routes. It might be more expensive in the long run, but as I understand it (and this is probably something I understand very litte of), the alternatives are less expensive in the shorter run. Regardless of the product, there will always be adopters who opt for taking the more expensive long-term route. That's especially true in a stock market driven by a need for maximum short-term results which is true for most public markets today. All gorillas survive in that environment. Q's biggest challenge isn't that most carriers continue to go with CDMA2000 competition. The biggest problem is that Q's benefits won't be so supremely self-evident until 3G is widely deployed. --Mike Buckley