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


To: Mike Buckley who wrote (48933)11/15/2001 1:40:48 AM
From: Eric L  Respond to of 54805
 
--Mike Buckley,

<< architectural control of the WCDMA air interface ... Does any company have that control? >>

No.

Open committee-based architecture and the open standards that result are designed to avoid any company having proprietary control.

<< I believe the non-cdmaOne/CDMA2000 sectors are royalty games. >>

I concur.

The broad wireless industry is a royalty game.

Take a little (12% to 15% depending on metric applied - <2% if you look at Qualcomm's revenue) niche of the industry as we have conveniently done, and in the process trapped ourselves to a degree. We have created a local gorilla.

<< If I'm right >>

I'm not sure that you are ever right and in this case I'm not sure you are correct either ... but it's late ... and what hole did you suddenly pop out of anyway?

... and then again you could be correct.

<< neither Qualcomm nor any company could be the chimp you feel Qualcomm is >>

Well, they are not a Prince even though they are a market challenger.

They certainly aspire to be the gorilla of wireless or at least the gorilla of CDMA, and they have a batch of companies much larger than they are that aren't about to let em be the gorilla of either.

This leaves them as the gorilla of a niche market within a much larger market that was gorilla-less in its first tornado and is likely to be in its next.

I'll sleep on it.

In the interim I happen to think that unless cdma2000 becomes the dominant technology in the pending tornado they fit the characteristics of a chimp better than the characteristics of any other critter in the zoo or the palace.

... but for the moment I'll say that your partially correct ... maybe.

Good Night, --Mike Buckley.

- Eric -



To: Mike Buckley who wrote (48933)11/15/2001 8:54:04 AM
From: Eric L  Read Replies (1) | Respond to of 54805
 
Emdash Left,

Re: Java - QCOM BREW (Java)

We have talked about BREW and Java (J2ME), and BREW v. Java here several times.

One of the missing elements of BREW has been a Java VM.

That loop was closed yesterday with Qualcomm's announcement of the inclusion of IBM's J9 CLDC MIDP-Compliant Java Virtual Machine on the BREW Platform (available for carrier deployment early in 2002):

qualcomm.com

I consider that to be a very significant and timely announcement from Qualcomm. The mobile world is going the Java route quickly, and the established Java developers world is considerably larger than the BREW developers world.

- Eric -