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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Knight who wrote (26713)	6/23/2000 12:46:00 PM
From: areokat	Read Replies (1) of 54805

>>What Am I Missing?<< >>Also, since this arrangement doesn't require them to sign an agreement with QCOM directly, they can still attempt to develop an implementation of CDMA that supposedly* doesn't use QCOM patents, introduce it later themselves and dare QCOM to sue them.<< Crazier things have happened. Remember the Texaco lawsuit and how no one thought they would loss. Texaco?s PR was terrible and they lost. Nokia is perfectly capable of walking into the same trap. It cost Texaco its independence. >>yet the market seems to be responding with a yawn.<< Lot of negative's been put out on qcom. Too early for the impact to disappear. Beside the Wise analyst have to wait a little bit before telling their clients to jump back into qcom. Kinda like DS recommending rmbs today, too too early to expect that! Tom

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