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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (26442)	6/16/2000 2:34:00 PM
From: gdichaz	Read Replies (2) of 54805

Eric L: Re this: "That means cdma2000 could become a "technology island" if, as expected, Japanese carriers like DDI go to the Universal Mobile Telecommunications System, the European implementation of 3G. " Since DDI has stated clearly that it will use CDMA 2000 for 3rd gen, this is to put it politely disengenous, less politely, a lie. Perhaps he is a Synder clone. But the substance is simply wrong. Otherwise, agree that the article is very much to the point. On a personal note, the London news on "smart cards" seems positive for roaming and specifically for CDMA, but you are the expert, what thinkest thou? Best. Cha2

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