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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (30962)	9/2/2000 4:34:57 PM
From: Seeker of Truth	Read Replies (1) of 54805

Uncle Frank, you know loads more about Qualcomm and CDMA than I do. So I certainly believe you that Qualcomm will win any technological competition. But can it foil thieves? The competition seems to be between pure QUALCOM CDMA and stolen CDMA + some GSM addons, not between CDMA and some inferior technology. I'm sure that QCOM can win the former competition in the U.S. where the courts will protect. I'm less sure that QCOM can win it world wide where Nokia and NTT DoCoMo have in effect announced that they will produce CDMA without paying QCOM anything for the patents. WCDMA is simply that, an announcement of intended theft.

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