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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (30976)9/2/2000 10:51:14 PM
From: Seeker of Truth  Read Replies (1) of 54805
 
I find it difficult to understand your post. You dismiss HDR as vapourware. Vapourware means something that does not exist yet and in fact is unlikely to exist in the future. It does not mean simply something that is being developed. Yet you say QCOM will make (lots of) money, from 2002 on. (The meter, or should we say cash register? will start clicking after 2001, the test period.) On vapourware? I carefully read what you regard as a momentous post from Beijing. I can't see anything there except, "yes, guys we'd better advance GSM to the 3G stage." There's no hint as to how or when they will get there. In fact I couldn't see any memorable content there at all. What point are you making, overall? I personally believe that advance to the 3G level absolutely requires QCOM's technology. The socalled plans and committee formation mean nothing unless they decide what they will do about CDMA. I can only assume they mean to steal it.
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