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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (28383)	7/19/2000 11:50:08 PM
From: stomper	Read Replies (1) of 54805

OT: uf and DS; uf: I'm not particuliarly knowledgable about Cisco's evolution so I'll trust your judgement that you understood me and how I was trying to relate it to QCOM. DS: I actually did forget that point. Thanks. However, at the risk of sounding flip, where is the resistance from the value chain? If W-CDMA is going to be the most widely adopted flavor(which appears to be true at this point), and QCOM has W-CDMA IPR, then where is the resistance? This, to me, seems to be a very interesting wrinkle to the game. QCOM=W-CDMA, but so do a host of others. Or is my whole question moot based on the assumption of wireless moving to QCOM's 3G (cdma2000/HDR)? -dave

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