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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (14606)	1/8/2000 6:29:00 PM
From: Ruffian	Read Replies (2) of 54805

<GSM was once a European thing. No longer. Not for a long while.> Eric, I agree, but there was no competition, now there is. The only containment for GSM is their strong hold, Europe. <If he still thinks this way it is costing you and I as QCOM shareholders some $, IMO. Actually I think (or I sense) that his stance on this which was necessitated by strategies and tactics that worked well for CDMA in the past is changing.> Yes, i agree, but short term only. Again the deal with KYO was in the best short term interests of the Q. I think NOK has to be anxious about the New Asian competition in the handset market. CDMA is the new kid on the block, and it has an excellent professor @ the blackboard. NOK capitulates, game over. Isn't that one of the reasons you invested in the Q? <g> Ruff

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