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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: sditto who wrote (27729)7/12/2000 6:46:47 AM
From: Labrador  Read Replies (1) of 54805
 
Good post. The current concern with QCOM's share price is due to short-term fundamentals -- slowing growth curve in the short run. Deployment of CDMA for 3G, which is probably at least a year or more out, will prove QCOM's position as a gorilla. I think that all agree that one flavor or another of CDMA will be dominant in 2004/5. The question that perplexes all is the battle for royalties, use of patents and unfortunately gov't intervention.
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