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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (27462)	7/8/2000 1:25:05 AM
From: DaYooper	Read Replies (2) of 54805

Hi Mike, Just fyi regarding point #2, there have been direct quotes attributed to company officials: "We decided to use W-CDMA technology for our service because it has much bigger market size," said Chul Keun Kuon, a spokesperson from SK Telecom, South Korea’s biggest mobile phone service operator. ``We looked at all of the trends and judged that both China and major Japanese mobile companies will choose W-CDMA,'' said Lee Hang Soo, a spokesman for SK Telecom, Korea's largest cellular service provider. ``When you look at the Korean market you cannot avoid considering what's going on in China and Japan.'' Still may all be fud but these are quotes of company officials unlike the Japan debacle with all the quotes from unnamed sources. Anyone have thoughts on how and when the w-cdma royalty sharing agreements will eventually happen? What if the companies involved cannot reach an agreement? Must an agreement be reached before marketing and selling product? In which country would such a court case be heard? Will the Q benefit by slowing the process or accelerating it? Whatever happens in Korea, these issues will have great impact on Q's revs, profits, and stock price. Oh yeah, one more thought (not directed at you Mike). The conspiracy theories are rather old and tired by now. Yes the press is ignorant of technology and ipr but to connect this flaw with conspiracy is a leap, imo. Thinking long term these days. Rory

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