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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: johnzhang who wrote (30765)	8/31/2000 8:34:50 PM
From: Eric L	Read Replies (1) of 54805

John, << The main argument is: if CDMA is indeed still trying to cross the chasm, then QCOM couldn't be proclaimed as CDMA gorilla >> I read the referenced link. Comments: * CDMA crossed the Chasm Q4 1997 when it's subscriber growth doubled in a single Quarter. It showed 100% growth YOY last 12 months. * Since then CDMA has remained the fastest growing wireless technology (end to end, or radio interface) virtually every quarter (last 2 a brief exception) and annually. This is NOT changing. * CDMA market share is not 10% as post author claims it is 11.5% all wireless and 13.6% of digital wireless. This market share increases (slowly now) virtually every quarter. * CDMA was accepted in January 1998 as THE primary air interface of 3G wireless by the predominant ((end to end) technology in the world. * By 2007 (maybe earlier) CDMA will be the dominant air interface in the world and could be 90% by 2010. How does one spell GORILLA? - Eric -

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