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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (28366)7/19/2000 9:07:33 PM
From: shamsaee  Read Replies (1) of 54805
 
I hope I don't get flamed for this but these are my impressions.

1)Very honest answers to the best of their ability.
2)Definitely short term pressure to meet estimates and past growth rates.
3)Definitely in the middle of a big transition to 1x.
4)A little vague about IPR issues with wcdma and cross licensing of GSM IPR(maybe by design due to on going negotiations).
5)Definitely the best in the CDMA business on KNOW HOW,IPR and product development.Pleasant surprise on wcdma chip development.
6)Fighting people with deep pockets who have a large amount invested in WCDMA as a Dominant Standard(IJ Ref. to korean carriers decision on 3G being influenced by outside investments into those companies)
7)NTT is a much bigger player than I thought,probably more than NOK.

No respect for SNYDER who did not even ask a question.I liked cabi and thought he was very professional and knew what he was talking about(If I get flamed for this so be it).

I have a lot more realistic view of things.
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