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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (31142)	9/6/2000 10:40:47 PM
From: BDR	Read Replies (1) of 54805

I am not sure how significant this is but, since QCOM is about the only green today in my portfolio, I thought I would post this in its honor: upside.com Metawave in $108 million "smart" buy September 06, 2000 by Rex Crum The market for so-called "smart" antennae -- devices that can increase and better direct the transmission signals of wireless carriers -- shrunk by one as Redmond, Wash.-based Metawave Communications (MTWV) announced it would acquire Adaptive Telecom of Campbell, Calif. Adaptive's technology is built into the base stations that house and run smart antennae in order to lower the costs of implementing the devices in wireless networks that are usually located in urban areas. The purchase will likely be seen as positive for wireless carriers that use CDMA technology, which was developed by Qualcomm (QCOM) as both Metawave and Adaptive are developing CDMA-based smart antennas.

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