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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: slacker711 who wrote (24311)	5/7/2000 12:42:00 PM
From: Eric L	Read Replies (1) of 54805

Slacker, << A W-CDMA decision is probably unlikely but would have a terrible impact on the Q.....DDI's decision could have an impact here >> I agree that W-CDMA decisions in Korea (I'm convinced we will see W-CDMA there albeit more limited than Japan) and Japan will have negative impact on Qualcomm. Spectrum decisions become very important in China and Brazil, and could eventually affect the US. Bottom line though is that we are somewhat boxed in on spectrum in the US (and I say that from the user perspective rather than the investment perspective). - Eric -

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