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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (39148)	2/11/2001 4:04:37 AM
From: limtex	Read Replies (1) of 54805

EL - 1. Gorilla - IMHO - guaranteed. Why? Most llaptops, most PDAs, most automobiles, most trucks, gradually most mobile phones( which may look , more like PDAs). 2. Korea - I have been moaning for some time about the almost total news/media coverage of 1X in Korea. I moaned on both threads. I queried why Q hadn't shouted Korea 1X from the rooftops. I don't know the details of the standardization of IMT2000 but I do know that if Korea has 1X it is the leader in the entire world today. WWWhat on earth difference does i make to a Korean with a working 1X phone in his hand if that phone is IMT2000 compliant? He has mobile 140Kbps and you and I don't. Thats all that matters. BTW is the W-CDMA that might be deployed in Japan sometime this year IMT2000 compliant? And if not how can it possibly be deployed? Anyway 1X WILL be deployed in Japan and my guess is that it will work before W-CDMA works there. 1X will also be deployed in the US this year and my guess is that it will be quite popular. It would be really nice to see it deployed before the no cdma2000 group of SPs have naything at all that can compete. That will be quite funny to watch. My guess is that American won't give a toss about IMT2000 standards if they can have 144Kbps on their PDAs and handsets and notebooks. Lastly there has been a bit of moaning about Sulpizios attitude on the thread, my view is that he told us in the clearest terms so far, no-one has said that anything he said isn't true. Personally I liked his style it was very clear especially the bits about the cross royalties etc. Best regards, L

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