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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (27227)7/3/2000 9:43:12 AM
From: Mike Buckley  Read Replies (1) of 54805
 
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.

Jerry,

That's been the case ever since I heavily researched Qualcomm in late March a year ago. I don't expect it to change. The only possibility that it will change my thinking about Qualcomm as an investment is if the CDMA market appears to be so small that it would no longer be categorized a mass market. I don't expect that to happen but I'm always open minded to any possibility.

--Mike Buckley
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