Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (27311)	7/6/2000 10:03:42 AM
From: Eric L	Read Replies (1) of 54805

<< Korea Telecom Says It Will Use CDMA-2000 for New Phone Services >> Saw that. I have suspected they would. But the news out of Korea is REAL confusing right now. I think we'll see 2 flavors of 3G in Korea. Let me tell you why I like that. It will hasten interoperability between modes of operation. Same as Japan. I think this is good for Qualcomm, long haul. JMO. Bad part is right now we have more UNCERTAINTY. Investors hate UNCERTAINTY. Hurt us in Japan and the good outcome never offset the bad uncertainty. Same with China. Now Korea. Obviously a cdma2000 sweep of Korea would be great. I'm leaning towards a more conservative outcome. - Eric -

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