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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (25512)5/30/2000 5:38:00 PM
From: gdichaz  Read Replies (1) of 54805
 
Uncle Frank: Again per your request. Re: Qualcomm

(copy of my post on Q 500 thread)

Cha2

To: carranza2 who wrote (11104)
From: gdichaz Tuesday, May 30, 2000 5:26 PM ET
Reply # of 11117

carranza2: Thanks for posting the letter to shareholders. It makes clear a key point, the Qualcomm agreement is not with the subsidiary floating the IPO, but with its parent company which has 5 Megahertz of spectrum dedicated to CDMA.

And separately some of the fog seems to be clearing.

What seems to be is what some here predicted:

the CDMA roll out in China will be 1xMC and then HDR.

that means that the major impact will necessarily be next year.

makes sense.

Time will tell of course, but the path, content and timing seems clearer now.

Best.

Chaz
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