Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: shamsaee who wrote (28375)	7/19/2000 10:21:29 PM
From: Uncle Frank	Read Replies (5) of 54805

I've been doing a lot of thinking about it. One thing for sure - the outlook presented is not going make us richer in the short term. The sub rate growth of cdma is well below Tornado levels at this point, and qcom's penetration of the 2G market makes me question whether they are really a Gorilla at all or just a big, powerful Chimp (which is not a bad thing). It's clear that they will be a Gorilla in the 2.5G/3G space, but they're still a few quarters away from reaching Tornado levels. This might kick start some interesting discussions <gg>. uf

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