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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mauser96 who wrote (2657)	6/16/1999 5:52:00 PM
From: DaveMG	Read Replies (2) of 54805

Here's some url's that might help everyone understand the deal: Message 8938991 Message 8940871 Message 8941163 They retained the rights to HDR(HighDataRate: skali.com The sale had no effect on QCOM's ability to sale Base Station Controllers, the ASICs that do the "thinking" for the cell: biz.yahoo.com There's some disagreement as to what percentage of the base station Asic market QCOM holds. I've seen numbers as low as 70% but others claiming QCOM owns the entire market. The SalSmith Barney report states that they don't believe anyone will try to compete with QCOM on these BSCs because the market is too small, which means that everyone or almost everyone's phones must be able to communicate with baste stations running Q designed ASICs/software.. This is a long but wothwhile Adobe Acrobat report: smithbarneyresearch.com Don't forget there is a QCOM news thread at Subject 19304 Hope this helps...DMG

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