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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (17250)2/5/2000 11:31:00 AM
From: gdichaz  Read Replies (3) of 54805
 
voop: Eric L will speak for himself and well.

In the meantime, there are two "nobrainers" now. For the CDMA operators, 1XRTT asap and for the GSM operators, GPRS. Both increase capacity substantially and increase data delivery with minimum change necessary in the base stations and relatively simple phone chip upgrades.

But neither is an impediment in any way to using HDR early next year. Remember HDR is data only and is used in parallel to voice and data combinations. Thanks to Dr Viterbi.

Time will tell, of course and we won't know for sure until next year, but the opportunity for HDR is very real - enhanced by 1XRTT or GPRS.

Whether any GSM operator or TDMA operator will use HDR is not at all clear and the odds for inertia are heavy (i.e. Edge) but do not count out HDR yet.

On royalties, the Europeans may fight, but in the meantime the Q's gathering of strength, market share, upgrades etc. will continue unabated where it counts, Asia (especially in Japan and Korea) and the Americas (especially Canada, the US, Mexico and Brazil).

And watch China.

Patent challenges will not stop that momentum.

Only Europe may shoot itself in the foot by delaying 3rd gen. (And there is no CDMA there now, so no loss, just delayed gain.)

All just as I have learned, as you know I am not a technology wiz.

Best.

(And await Eric L's view)

Cha2
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