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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Michael Kimmel who wrote (25968)6/7/2000 1:01:00 PM
From: mauser96  Read Replies (1) of 54805
 
But television didn't replace radio, it just added to it. Radio is still quite popular, used mostly by people in their cars. I suspect the same thing might happen with wireless. Eventually much of the data text displayed on the new generation of cell phones could also be heard as well as seen, using text to speech translation. CDMA is not needed for this application. Others might want to see more visual displays (pictures) that likely will require CDMA. The biggest use of cell phones I see in my area seems to be when people are driving. It's bad enough now, I shudder to think of what would happen when they have pictures to look at too <<gg>>
Another fact some posters may be overlooking is that a tornado takes place over a time span of a limited few years. If this is stretched out of a longer period of time, there's either no tornado, or a very abbreviated one. As the RFM stresses, no tornado, no gorilla. Companies like NOK probably can't resist CDMA over the long period, but they might resist long enough to prevent a wireless data tornado from forming. All this is speculative at this stage, and there's no way to be sure how it will all come out. Probably the worse scenario is that QCOM winds up having to go to court to get it's CDMA IPR enforced and doesn't sell many ASIC.
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