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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (48922)	11/14/2001 11:25:25 PM
From: Mike Buckley	Read Replies (2) of 54805

Eric, Qualcomm has NO architectural control of the WCDMA air interface, whatsoever ... or the other air interfaces that are part of UMTS, or UMTS. Does any company have that control? The reason I ask is because I believe the non-cdmaOne/CDMA2000 sectors are royalty games. If I'm right, neither Qualcomm nor any company could be the chimp you feel Qualcomm is. --Mike Buckley P. S. Hah! I surprised Paul by changing my standard insert. Actually, I'm just reviving an old one that I stopped harping about because nobody ever paid any attention to it. :)

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