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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: janet_wij who wrote (13719)12/31/1999 9:05:00 PM
From: Rick  Read Replies (3) of 54805
 
Here's an interesting article on the Q:

smartmoney.com

In particular:
But even if big operators do adopt CDMA, there's no guarantee that only Qualcomm will benefit. "Plenty of people can design (CDMA) chipsets," says Craig Mathias, an analyst with the Farpoint Group. Indeed, big phone makers like Nokia (NOK) and Motorola (MOT), with chip-making operations of their own, may resist dependence on Qualcomm.


Where do these guys get the idea that they are experts??

- Fred
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