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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (44055)	7/3/2001 9:35:37 AM
From: gdichaz	Read Replies (1) of 54805

Mike: Chuckle. Need to "modify" my comment on Nokia in light of Qualcomm / Nokia license agreement just announced. Now the only question is, is it too late for Nokia? Probably not in an overall sense, but that Nokia faces strong and tough competition in all flavors of CDMA from Asia, specifically including mainland China as well as Korea and Japan, in handsets (which will lower Nokia's margins) seems highly probable. At least Nokia can honestly "go commercial" in CDMA infrastructure, whether UMTS or otherwise. The fears of a "court challenge" to Qualcomm's owning CDMA lock stock and barrel are now gone. Good news all around IMO. Evidence that Qualcomm's gorilla status in CDMA, and the future of mobile wireless / internet (intranet), is set. Best. Chaz PS And following up on CC's comment about how suppliers will gain, this is good news for Texas Instruments also.

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