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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (27218)7/3/2000 9:36:16 AM
From: DownSouth  Read Replies (1) of 54805
 
Tekboy, at the risk of being labelled "heretic" or "inattentive", I must review the Gorilla label that we have assigned to QCOM. We have assigned them the Gorilla of CDMA. <p>
Now we see that CDMA is not going to suddenly be the standard or even the prevailant wireless standard. CDMA is competing with GSM. And even the meaning of the therm "CDMA" is in question, as the FUD of WCDMA becomes so visible.
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