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

To: Eric L who wrote (47562)	10/5/2001 7:26:08 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Eric, No proprietary control of the architecture for what will be the dominant installed base and with no architectural lock the competitive advantage is significantly diminished. It's not diminished if Qualcomm becomes so fortunate as to have the only workable technology that supports the committee-controlled standard. Regardless, I'm a lot less concerned about Qualcomm's competitive advantage than when there will be a substantial 3G market. To think in terms of the extreme, if there aren't any customers it doesn't matter who has the competitive advantage or how strong it is. --Mike Buckley

To: Eric L who wrote (47562)	10/5/2001 9:24:24 PM
From: 100cfm	Read Replies (1) \| Respond to of 54805

Eric Will not all 3G be CDMA based and therefore make Q the wireless Gorilla?? The question of Q's gorillahood is will 3G become a worldwide reality. It looks like no matter what Q does, WCDMA will be the ultimate dominant 3G technology. Dr J said that 1X will far out sell WCDMA for the next several years, that's unfortunate since it means Q will not be getting royalties on the majority of handsets sold for the next several years. What technology do you mean by 3GSM?

To: Eric L who wrote (47562)	10/7/2001 11:29:08 AM
From: carranza2	Read Replies (1) \| Respond to of 54805

Your thoughts are spot on if architectural control is the sine qua non of gorilla-hood. Is being the toll gate the equivalent to architectural control? Doesn't architectural control in the gorilla game sense imply a functional aspect? As I appreciate it, King Kong calls the shots and get paid for doing so. What if King Kong just gets paid, regardless of architectural control? The gorilla gets a lot of bananas. The end result seems the same. I'm not a GGamer so perhaps there is more to it than that, i.e, control over value chains, etc., before true gorilla-hood is achieved.