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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (25498)5/29/2000 11:40:00 PM
From: Wyätt Gwyön   of 54805
 
Chaz,
the brute fact is that Qualcomm holds the strong hand. The future requires some flavor of CDMA and some payment to Qualcomm - whatever happens

But what is the sum of "some"--aye, there's the rub. As you know, QC mgmt. contended that (for ERICY) at least, royalties would be the same as for 2G, regardless of 3G flavor. Oh yes, we heard that many times. But now it seems they will indeed bend--at least for the Koreans, ja?
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