Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Bux who wrote (30158)	5/17/1999 3:18:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 152472

While the phrase "proprietary control" has no formal definition, I would say it is inaccurate to say the Q has given this up. I think reiterating Geoffrey Moore's definition of "Proprietary control" might be helpful. What Qualcomm has is Open, Proprietary, control. This means that the standard is published, and not secret. Anyone can build to it, but you have to pay Qualcomm. There is a tendency in the Tech community to think of "open" as committee controlled. This was tried by the Unix community. In hyper growth markets, the most rapidly proliferating architectures have proved to be both proprietary and open., because the architecture can adapt rapidly and stay coherent. We are getting parallel development by many vendors.

To: Bux who wrote (30158)	5/17/1999 8:36:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 152472

Bux and all, True, they do not have the authority to decide what the 3G standard(s) will be, but they never did. That's why I'm surprised that Geoff Moore has come to the conclusion that they did give up the proprietary control. In my mind, this is a situation in which the markets determine the de facto standard. Just because the committees happen to go along with the de facto standard being dictated by free-market influences doesn't mean the control over the architecture has been given up. I can't wait to see the thread that Geoff Moore referred to. The only thing that would pursuade me to think control has been relinquished is if someone can convince me that so many compromises were made in getting the architecture accepted by the standards committees that Qualcomm can no longer throw competitors out of kilter with continuing innovations to CDMA. --Mike Buckley