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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (37153)12/29/2000 10:10:06 AM
From: gdichaz  Read Replies (1) of 54805
 
Eric L: Excellent and well structured analysis.

Your use of "general deployment" as a proxy for the data tornado is particularly useful conceptually IMO.

Looking at current spectrum, I am struck by your comment that:

"1xEV remains a wild card..."

Seems like progress on 1xEV (both DO and DV) deserve focus - both in the standards arenas and on the ground.

What happens in China in 2001 would also seem important.

Thanks for the comprehensiveness and clarity of your post.

Best as always.

Cha2
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