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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (4508)	8/2/1999 8:40:00 AM
From: Mike Buckley	Read Replies (1) of 54805

CDMA is not the dominant wireless technology today, nor am I convinced it will be tomorrow I'm also long in Q and I agree with that statement. I have every reason to believe it could dominate at some time in the future on a world-wide basis and I'm reasonably certain it will dominate in the U. S., but part of the appeal of Qualcomm is that CDMA doesn't have to dominate in order for the company to be very, very successful. I also have gotten in minor skirmishes on the Q thread when mentioning that CDMA is a niche market. The fact is that it's currently a niche market with huge upside potential that has yet to come to fruition. Obstacles to dominance include political issues, egos, the economics of building out a CDMA infrastructure for those who have already invested in competing technologies, and the possibility of a new technology displacing CDMA. Even George Gilder says that Qualcomm has to execute to dominate. It's not a slam dunk. Long but realistic, --Mike Buckley

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