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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DlphcOracl who wrote (28571)7/23/2000 9:20:59 AM
From: DownSouth  Read Replies (1) of 54805
 
This part bears repeating:

"But the big winner might very well be Qualcomm, which used to make phones but is banking for future growth on its W-CDMA and CDMA2000 patents, which are two of the standards for much of the 3G technology to be used in the U.S. Beyond licensing patents to all comers, Qualcomm also makes the chips that are at the heart of 3G phones. With hundreds of millions of chips likely to be sold in the next decade, the San Diego company is en route to becoming another Intel. "
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