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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (28417)	7/20/2000 12:26:35 PM
From: JohnG	Read Replies (1) of 54805

Folks, forget about the news stories. I just can't see Korea or China embracing NTT's DS CDMA, and thus placeing thimselves under Japan's thumb when they have the option to controll their own destiny with MC CDMA. This is for a thousand reasons both historic and cultural. This is so clear to me and yet no one seems to see it. Can no one else see through this fog -- perhaps I am a little crazy - but I don't think so. They ane merely negotiating with NTT, encouraging NTT, absorbing NTT's time and money. In the end, nothing much will come of it. This is the Asian way. JohnG

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