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

To: Caxton Rhodes who wrote (44334)	7/12/2001 7:23:49 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Caxton: Now that you have verified that you read The Gorilla Game, I should like to thank you for your efforts of clarification re: Qualcomm, including the efforts to get Geoff Moore to consider whether Qualcomm was a gorilla. It was obvious that Geoff's basic experience and where he drew his examples were computer (including software and hardware) centric. The book used that experience to develop general ideas and criteria for gorillas and kings (and more). This thread used those criteria and many here came to the view that Qualcomm was a gorilla of CDMA. Beyond that there is still a question of whether Qualcomm will be the gorilla of mobile data wireless, and that is not yet possible to nail down. Any ideas you have on that would be helpful. And BTW in thinking about that, I would throw out the suggestion that trying to force the discussion into 2G,2.5G and 3G is not very useful. A more practical approach would seem to be what can be done in current spectrum and what requires new spectrum. Much of the confusion and heat comes from the Hamlet like question of "to be or not to be 3G". Suggest that what matters is what can be done in current spectrum and what requires new spectrum. And especially when the focus is on mobile wireless data in current spectrum, there would seem to be a solid case for the expectation that Qualcomm will indeed emerge as a gorilla of mobile wireless data in current spectrum. Then at a later date in new spectrum. But as of now that is jumping the gun, and "against the rules" of the GG. (But its fun to try, nevertheless.) Just a thought on which I would appreciate your comment. And following that line, it would seem that we should watch for the next voice/data tornado in current spectrum. Best. Cha2 (Chaz on the Q and Nokia threads)