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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (20446)3/17/2000 3:08:00 PM
From: gdichaz  Read Replies (1) of 54805
 
For those of you who have been, are or may be Qualcomm investors, a major thread milestone is coming up. One year from the date of Mike's post introducing the Q to the thread. Worth a first birthday party.

(Note Mike then did his DD very carefully as is his style and reported his progress to the thread. Strongly recommend those. They are remarkably perceptive and provide a good background even now about a year later}

"To: Uncle Frank who wrote (832)
From: Mike Buckley
Thursday, Mar 25, 1999 11:26 PM ET
Reply #333 of 20471

I hope everyone noticed that Ericsson and Qualcomm came to a major agreement today that will enable customers
to more quickly adopt the CDMA technology. The two companies agreed to support one common standard. A lot
of potential customers were holding off on choosing one technology over the other until the suit played out. Now
that the suit will never get to court, let the adopting begin.

I'm sure we'll here from Chaz who has already posted in the AOL folder that this news is equivalent to the product
crossing the chasm. Gorilla Game devotees will take note that the authors recommend waiting to invest in enabling
technologies until the tornado forms. If you're not familiar with CDMA, it is an enabling technology.

Ericsson estimates there will be 16 million wireless handsets sporting CDMA technology in 2001."
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