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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mauser96 who wrote (2642)	6/15/1999 4:13:00 PM
From: LindyBill	Read Replies (1) of 54805

Lucius, I think the misunderstanding on the Proprietary control is that it is open, which is even stronger than closed. The CDMA standard is owned by Q, and you have to pay a royalty to use it. You can add on and change it to fit your needs, but it is still theirs. The switching cost is extremely high. To switch off of CDMA to a different standard would require you to change your whole system. The mixed phone use is temporary. Everyone will be on CDMA by third generation, as I understand it. In any case, what a move so far today! about 10% up on Q. Down 5% yesterday, of course. This roller coaster market is giving me the hiccups!

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