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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: limtex who wrote (25497)	5/29/2000 11:36:00 PM
From: Wyätt Gwyön	Read Replies (1) of 54805

Someone please tell me that this isn't the worst news yet. This amounts to a concerted attempt to kill-off CDMA2000 using the combined afforts of ERICY,NOK,the EU and DoCoMo. And isn't this just the sort of thing that is not supposed to happen to a would-be Gorilla? Limtex, I agree that the news is horrible given QCOM management's AdamAnt position on WCDMA/cdma2000 royalty parity. More public dissing of QC by members/members-to-be of the purported value chain. Separately, I wonder if their kowtowing to the Chinese earlier this year may not have been the beginning of the end--i.e., opening the Pandora's box. The Koreans know what's inside (cheap royalties) and want that. QCOM has blinked to the industry on royalties; the industry is calling its bluff. QC's $20BB cash-cow in 2010 no longer seems like such a lock; and Wall St. is calling the bluff on the validity of this business model for a megacap.

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