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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jean M. Gauthier who wrote (8764)10/25/1999 12:15:00 AM
From: LindyBill   of 54805
 
. Jean, I read Mike's reply to your post, and I think he covered the points you raised very well. You may disagree with his answers, but they do explain why many of us feel that Q is going to be a "once in a lifetime" opportunity.

One further point. GSM and TDMA still do exist, are the biggest now, and remain strong though out G1 and G2. However, every description of the G3 implementation that I have read, admits that CDMA will dominate it. And G3 implementation is about 3 years out, IMO.

This means that Q will be an extremely profitable company for the next few years, and that it will be immensely profitable 3 to 10 years out. There is really no way to engineer around the CDMA innovation. It is a major breakthrough in Physics.
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