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

To: Mike Buckley who wrote (44052)	7/2/2001 9:24:37 PM
From: Eric L	Respond to of 54805

MB, << In summary, definitely listen to Christensen's conference call but be wary when reading H&Q's so-called summary of it >> Agreed. to both points. But a nitpick (learned from a master <g>). Not H&Q. WRH+Co, or WRH. << There is also a certain amount of interpreting going on. There is no mention of whether or not Christensen signed off on H&Q's report. >> For sure. Correct. << The most important aspect is the really big picture stuff that Christensen articulates so well. >> Agreed. Quick comments after a few listens: * I never heard Clay mention 1xRTT or use the term 2.5G. GPRS only. * Never heard him say "closed" as in Proprietary (closed architecture) integrated business models. * Audio for sure cuts out at 47+ minutes in both RealPlayer & Windows Media * Bolded statements hew closely to what Clay said. Non-bolded does not necessarily. Whether these are WRH's comments, Speaker notes from Clay. Combo, hard to say. I suspect some, maybe much WRH "interpretation. The non-bolded explanation of Proprietary (closed architecture) integrated business models does sound very much like Clay, or a darned good interpretation. * no mention of SMS. << "If history is any guide, the current GPRS mode is likely to have a life that's a lot longer than the other people think." Extrapolated, methinks into the 2.5G, GPRS, 1xRTT statement. probably by WRH. Non pro transcript of the Nokia section here: Message 16017790 Sounded forced to fit his canned theory, of how good management can miss the big wave, but still interesting. Nokia's view on what & how they think 3G will be used, different than what Clay thinks it is, but that is another story. Still looking for a few 'i-mode' factoids. - Eric -

To: Mike Buckley who wrote (44052)	7/2/2001 11:18:20 PM
From: EnricoPalazzo	Read Replies (3) \| Respond to of 54805

Congrats on the CP, Mike. Wonderful. I'm wondering if those more familiar than I with DoCoMo, the conf call, and AOL think there are any parallels between the DoCoMo that prof. Christensen is describing and AOL? On the spectrum from simple, feature-poor, inexpensive to fancy, feature-rich, expensive, it seems that they both occupy the simple end, and they're both prospering accordingly. Also, and please understand that I'm not trying to be rude, but simply to express my confusion: what does this have to do with The Gorilla Game? FWIW, I for one think that AOL could have become a Gorilla had it not been for two problems: a) their lack of platform-development expertise (a tough, but tractable problem) and b) their unwillingness to butt heads w/ MSFT on this front. From my ignorant perspective, DoCoMo may be in a similar position. ardethan@hopingtohavetimetolisten...eventually.net