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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (22164)4/3/2000 5:14:00 PM
From: gdichaz  Read Replies (1) of 54805
 
Eric L: Pleased to see your "take" on Qualcomm, CDMA and related issues, and that you see Mike's update as a strong contribution to our overall understanding of both where the Q is a year later after his first major analysis, and where it may be in the near and more distant future.

I particularly respect your judgement because you see both the CDMA and GSM(and TDMA) technologies, standards situations and other essential issues (such as politics) in a much more objective fashion than many do. And that is based on a strong experience base as well as overall smarts.

Now after making nice, (easy in this case), a favor please.

Would you keep this thread informed as time permits on "smart cards"?

While there is no gorilla nor king yet in that area, IMO it is a key area of technology to watch.

This is a little stretch perhaps for here but suggest it is relevant to understanding relevant current and potential gorillas and kings - most importantly and specifically - Qualcomm.

Best.

Cha2
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