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Strategies & Market Trends : Drillbits & Bottlerockets

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To: Jorj X Mckie who wrote (7400)	4/10/2001 1:06:24 PM
From: John Pitera	Read Replies (1) of 15481

I am not convinced that CDMA is going to be the standard that the world settles on. It is not farfetched to think that the evolution of the technologies and the internet will lean more toward building on legacy infrastructure. And technologies building on GSM may have the inside line here. That's the argument that we've been hearing this past year or so. I really don't know what will happen "standard-wise" as we move forward.... The market will most likely overreact a few more times in each direction as the next generation gets sorted out. We're up near that SPX 1175-80 top range.

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