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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mauser96 who wrote (25987)	6/7/2000 1:10:00 PM
From: Michael Kimmel	Read Replies (1) of 54805

No question. Radio did not completely replace television, and the same is going to be true of wireless voice vs. data. There is a place for both. Hard to deny that television isn't more popular than radio, however. As to the ASICs. Just because QCOM doesn't have a W-CDMA ASIC in production, doesn't mean that they're not capable. History shows us that they're the most capable. They're just waiting on a final spec...nothing wrong with that. No question in my mind that when it comes to the software end of this equation, the U.S, wins. QCOM has a very good shot.

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