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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Rick who wrote (26546)	6/20/2000 9:10:00 AM
From: Sunny	Read Replies (2) of 54805

Is this a symptom that the inertia associated with the largest installed base will continue to make things difficult for our QCOM? This morning the Houston Chronicle reports that AT&T wireless has purchased Primco. This will force the 1.5 MM Primeco customers to replace their cdma phones with TDMA phones over the next year to enjoy the benefits of AT&T's nationwide network. The article continues to describe the difference between the 2 technologies and reports that TDMA while of a similar quality but incompatible with the digital cdma technology. TDMA will support 4 callers on the same frequency, while cdma will support 9 or 10. Sunny

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