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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (16272)1/25/2000 5:51:00 AM
From: pann1128  Read Replies (2) of 54805
 
DS,

Just looked at the slide show. A few interesting points:

1. US is not considered a very high potential market for data services compared to Japan, Sweden, Finland etc.

2. Even in Japan, W-CDMA and GPRS is projected to have a higher markethare. The CDMA projections don't look as strong as I would expect.

Is it the expectation that QCOM will outexecute the other players and get product to market earlier, thereby tipping the hand of operators? Any comments welcome.

Cheers,

Piyush
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