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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (38451)1/26/2001 1:03:36 PM
From: Getch  Read Replies (2) of 54805
 
One thing that stood out in the QCOM CC was that for the first time a timetable was stated for the W-CDMA 5200 Chipset. Sampling June Quarter. Not going to be commercially available anytime soon, but from past chipset series timetables we can start to get a better idea of timing of what will very likely be a large tornado as QCOM gains access to the 80% (GSM) of the world market of which it is currently shut out. I don't know if Rory was referring to a different possible tornado in his thoughts.
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