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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (37121)	12/28/2000 2:06:24 PM
From: gdichaz	Read Replies (2) of 54805

Eric L: You are saying GRX will be one of the keys to GSM/GPRS's success. Would you be kind enough to explain please. Best. Cha2 PS Thanks for Moore's slides. Not quite sure what the lesson from them is though. Since Qualcomm has established an open and proprietory architecture for CDMA/HDR, that would seem to put the Q in a strong position vs GSM land. Is your point that WCDMA (and even 1xEV to some extent) will be committee based so the Q is surrendering vital control and therefore reducing potential power and profits? PPS Re: "ubiquitousness" isn't Japan a practical exception for the ascendancy of GSM/GPRS in current frequencies? Or do you see a major player in Japan introducing and using a solid GSM/GPRS network?

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