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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (36887)	12/21/2000 5:08:58 PM
From: shamsaee	Read Replies (1) of 54805

Eric with all due respect, You classify NTT's roll out in may as a initial path 3g system and question IJ claim of cdma200 roll out as 2.5G.Face to face the 2.5 system beats the docomo's 3g system hands down.The standard body who set the standards need to be questioned as it involves a lot of people who have a huge stake in continuing with the status quo in the business.You don't think they would just roll over to qcom without a fight. Having seen what happened to the nasdaq this year those who pursue the wrong standard will pay dearly and will be replicas of what is happening to at&t this year in a few years and NTT will not be able to buy its way in or bail them out as I suspect they will have lots of problems of their own. With the capital markets shutting down it will be interesting to see how some of the guys who won the spectrum auctions at crazy prices can even secure financing on a system that is financially dumb.

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