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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (43455)6/14/2001 2:18:29 AM
From: Gary L. Kepler  Read Replies (2) of 54805
 
CDMA white paper. Eric, thanks for your response. Most appreciated.

Ericsson has seemed to be more aggressive in their support of CDMA lately with their white paper and recent trials.

IMHO, the CDMA white paper may perhaps provide ammunition for outside Board members to challenge management's strategy. If an independent Board member is aware of the white paper, he would be irresponsible if he did not raise the issues with the company.
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