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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (26691)6/23/2000 1:09:00 AM
From: shamsaee  Read Replies (1) of 54805
 
NOk can't buy QCOM out unless it is a friendly merger which most likely will be rejected by the DOJ and every one else in the industry.This would make the ultimate monopoly in any industry.So now we looking at the CEO statement of 30% cdma within 18 months,which to me is just smoke unless they have a deal with qcom and that would still make it questionable.Unfortunately I don't see any deal made Due to the fact that Nokia track record indicates they think they can do it on their own.As IJ stated in cc call that they expect legal battles down the line,so a major lawsuits in the next 18 months is the most likely scenario, which should follow the script of previous legal battles qcom has been through.
In the mean time we are better off waiting for q3 report and ignore cyberspace
analysts and rumor mongers.
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