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DD,

<< a bunch of posts on SI by Tero Kuittinen ... the posts that I was most interested in was http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13849765 where Tero states (with some plausibility) that GG techniques are in fact a problem in the wireless world >>

Tero is a respected and astute poster on wireless, an avid promoter of Nokia, and a long time of Qualcomm, who long insisted that CDMA would never work.

Some background on the post you reference is that several months prior, Tero, wandered onto the SI Gorilla board attempting to make the case that Nokia was a gorilla in the broad arena of wireless. This is difficult to do since Nokia does not control a proprietary architecture which is a fundamental of the Gorilla Game. SI Gorilla Gamers reminded Tero that QCOM was defined as a gorilla in the narrower category of CDMA which today comprises 15% of the total wireless market, but is the fastest growing technology within the larger wireless arena.

Tero was also asked to read The Gorilla Game. He replied that he had. As is obvious from his post, he does not buy the fact that control of a proprietary architecture increases the competitive advantage of a company in the category in which they are a market leader.

An SI Gorilla Gamer responded to a Tero post, pooh poohing the idea of the gorilla advantage, leading to the Tero post you link.

Did you read that original post (by a gorilla cultist as Tero would refer to a GG advocate) and review the slides linked in it?

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13843128

Although in his post you link Tero sites some impressive facts about GSM & GPRS (technologies that are based on open committee based architecture), CDMA remains a faster growing technology than GSM, and CDMA remains in a period of hypergrowth. But this is not the real point of my post. The point is that Nokia (fine company that it is) lacks the proprietary control of any technology within the broad industry that is wireless, while Qualcomm has complete architectural control of the rapidly growing wireless technology segment that is CDMA.

- IC -
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