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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: ggamer who wrote (23630)4/26/2000 5:26:00 PM
From: slacker711   of 54805
 
If Japan does go with WCDMA technology do you think it will change the status of QCOM as a gorilla?

For those who are currently worrying about the status of Qualcomm in the W-CDMA market....you might want to take a look at TXN. They have partnerships with Ericsson, Nokia and Sony for the development of chips for W-CDMA phones.

Qualcomm will still get the royalties from W-CDMA....but if they lose the chipset market, the most obvious choice is TXN.

Slacker
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