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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (26958)	6/28/2000 3:45:00 AM
From: tekboy	of 54805

Worth, 7-8/00, pp. 41ff "Silicon Insider: Get Ready for 3G wireless. It's about to set off the next Internet investing craze." by Robert X. Cringely unfortunately, not up on their website yet, and nothing deeply special in the piece anyway. But the last paragraph caught my eye: "But the big winner might very well be Qualcomm, which used to make phones but is banking for future growth on its W-CDMA and CDMA2000 patents, which are two of the standards for much of the 3G technology to be used in the U.S. Beyond licensing patents to all comers, Qualcomm also makes the chips that are at the heart of 3G phones. With hundreds of millions of chips likely to be sold in the next decade, the San Diego company is en route to becoming another Intel." tekboy/Ares@yawn.com

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