Scott, thanks for those Frezza links. I enjoyed some nice nostalgic reading, some of which was very related to action today. It's disappointing to see the predictable and avoidable come along to damage Q! now. China could have been CDMA now! |
Immodestly, here is a timely excerpt from 3 years ago:
<Another area I see looming, maybe a decade from now, is hubris. When you are the best and brightest, your charms and the surrounding cheering induce a soporific self-adulation which leads one to lie back and bask in the glow - it won't feel like basking, but basking it will be. The creative genius and drive behind CDMA will long have gone and the momentum will seem to be created by those who are actually being dragged along in the wake of the initial impetus. An example would be IBM who took an empire and ran it down with hubris. Apple too. Will Qualcomm be able to create a climate of humility in it's operations? Or are they just too great?
Related to this is the bigger picture. The USA presumes to give instruction to Japan, China and others on FREE TRADE, while retaining all its own fraud in this regard. The USA does not operate free trade systems. Binding itself into the concept of trade wars with Japan and China, a brinkmanship they continue to indulge, could spell disaster. They are irrational to do so, but that has never been a barrier to action.
If they indulge their madness, Qualcomm will not be selling CDMA in China and GSM could become the official system. There is a concept still with many in the USA that China and maybe even Japan are part of the "starving millions in Asia". Wake up Uncle Sam!!! You are an old man. If you pick a fight, your CDMA and a lot more besides will be looking pretty sad.
Al Gore gives Irwin Jacobs a Medal for Technology, then goes back to punching out the lights of Qualcomm's potential biggest customers over some Free Trade Fantasy. Open your borders USA and ignore the burden other countries put on their people by restricting trade. It is not a USA loss. Little NZ did it and look at our economy go, after decades in the bog of protection. Is Uncle Sam too old to understand the reality of the modern interactive world? >
With friends like those, who needs enemies? Invite Zhu over, send him packing empty-handed, then bomb his embassy! How to win friends and influence people. Even at this late stage, CDMA still has a chance, thanks to the huge efficiencies of it and competition which will deliver high performance at low cost.
Qualcomm is on track to be the biggest gorilla in town! In 7 years, Q! will make IBM at its Zenit[h] look an interesting artifact of the early 1980s. In 15 years, it will be interesting to see Qualcomm. Will they have hubris? I bet the JJJ Klan [Joel Klein, Janet Reno, Jackson] will be sizing them up well before then to protect the consumers from cdma2000 WWeb monopoly pricing.
Paradigm Shift Happens!
PS: I'll let Frezza RIP for now...
Thanks too for the links to the Telecosm99 webcast. WWeb will be big time! If Nortel meets their price per Megabyte goal, people will watch trillions of bytes while they have time on their hands or just want to see such stuff. It doesn't take too many bytes or dollars to see it. WWeb will be very big and very soon. The tailenders will miss out.
I better watch this one!
<The Trouble Discerning Major Paradigm Shifts
George Gilder, Chairman, GilderGroup
Gary Winnick, Founder and Co-Chairman, Global Crossing Ltd>
Gilder says Major Paradigm Shift Happens!