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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Rick who wrote (13720)1/1/2000 7:21:00 PM
From: Thomas Tam  Read Replies (1) of 54805
 
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.

Just like the computer makers that resisted using Windows from Microsoft or Pentium chips from Intel. The mighty power of the gorilla in all its full glory.
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