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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tero kuittinen who wrote (19771)3/11/2000 12:09:00 PM
From: Uncle Frank  Read Replies (1) of 54805
 
It will be interesting to see how the wireless data deployment works out, Tero. But as opposed to some of the long term Q crowd, I don't see the need to view gsm vs. cdma as a winner take all contest. The wireless sector is exploding and all of the participants will have an opportunity to flourish over the next several years if they can bring data capability to market on a timely basis. Even if Qualcomm's approach should prove to be superior, the huge installed base of gsm guarantees Nokia's investors will continue to prosper. I think the threat of competition will bring out the best from both sides, to the benefit of the subscriber.

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