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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (27240)	7/3/2000 4:23:00 PM
From: pann1128	Read Replies (1) of 54805

Re: QCOM<p> Eric,<p> Appreciate your balanced views on QCOM. The picture you paint is not as rosy as some diehards paint, but you are still looking for a bright future. I am having a hard time figuring out where the growth is coming from in your scenario. No new carriers seem to be adopting CDMAOne or 1xMC. If GPRS is going to become the dominant air interface before 3G(WCDMA dominant) takes root, then where is the growth in CDMA subscriber base coming from? You cited a CDG forcast which calls for CDMA growth of 67% CAGR over five years. Do you see that as possible? Most analysts, including the QCOM bulls have whittled down their estimates for next year to a 20% growth rate. So what changes in 2002, 2003 etc.<p> Thanks for the great analysis that you have been sharing with everyone. For my part I keep wondering if the CDMA voice tornado has already blown over, and the data tornado won't really arrive until 3G? <p> Happy 4th of July to everyone.<p> Piyush

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