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

To: Eric L who wrote (44018)	7/1/2001 11:17:50 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Eric L: Well until the 47th minute it worked, but beyond that point, not, so my comments relate to the speech and questions up to that point. The overall idea that companies attempt to fit new disruptive technologies into servicing current customers to meet needs understood by the companies' management seems insightful and valid. And that this means limited attention to new different markets is also reasonable. So new markets and new uses are often supplied by new companies - or at least different companies. The Kodak analogy re: digital cameras was especially interesting in that way. The funny thing though was that I was struck by the problem that CC had was similar. He really knew very little about wireless and therefore his speech hardly touched on it. (To his credit, he was very up front about that.) He himself was trying to fit the subject - 3G - into his own area of knowledge, which was based heavily on research into computers. The irony was rich IMO. It was also fascinating to me that while he was prepared to discuss Nokia he did not handle the other part of the question on Qualcomm. He has studied DoCoMo to some extent, so his ideas there are interesting. It may well be that DoCoMo is a valid model for providing low level applications (canned, and not browsing the internet) and that may be a market for teenagers and others outside Japan also. But this still begs the question IMO. It is as if the games that were primitive a few years ago would be enough to fully satisfy game players now. We know that is not so. More and more sophistication and more realistic action has been incorporated in games. Seems like that will happen in wireless applications (especially using both Java and BREW) - so the greater speeds and the capability to handle more than 10 second bits of video or of cartoons, may have a market too. KDDI will be the test case, especially once HDR (1xEV-DO) is available. His comments on position location was a good example of his application of his general principles to a specific new potential use. Naturally I was very interested in his comments on Nokia. <G>. Texas Instruments should be pleased. It did seem too bad that he was put in a position, or put himself in a position, to talk on a subject without the necessary research base on 3G as such, and so had to fall back on generalities and the areas he had researched in depth such as computers. Analogies are most valid when both ends of the analogy are well understood. As the old academic saw goes, further research by CC and his team (on wireless) is called for. Best. Cha2