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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Don Mosher who wrote (38509)2/1/2001 1:28:07 AM
From: Judith Williams  Read Replies (1) of 54805
 
Don--

What an incredible amount of work your Wind report represents. Wind clearly enjoys network effects!

You might be interested in a take on the Fool on today's BREW announcement out of Qcom. Argument goes that the Q is trying to establish a 3G CDMA operating system while Wind is after a wireless internet applications operating system.

I don't know enough about the technologies to judge, but I suspect the battle will be fought not just on the basis of the technology.

boards.fool.com

Thanks again for sharing your Wind ideas so generously.

--Judith
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