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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Peter Sherman who wrote (13094)12/21/1999 6:56:00 AM
From: Seeker of Truth  Read Replies (1) of 54805
 
You're certainly right. Somebody else would need a few billions and several years to set up a competing CDMA satellite network. But, we have competing rail lines, competing terrestrial telephone companies etc. Demonstration of success by Globalstar would probably prompt various consortia to do the same. I vaguely think that QCOM, which owns the CDMA technology that they would all use, is the better investment. QCOM IS a gorilla. Maybe I mean safer. Better depends on the market, eh?
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