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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Wyätt Gwyön who wrote (49242)	11/29/2001 3:31:56 PM
From: Caxton Rhodes	Read Replies (2) of 54805

MM- Another thing you ignore is that the mighty GSM world looks forward to GPRS, EDGE, WCDMA saving there ass. All three of those have major problems. They can "sell" it to the markets right now, but next year in the US, the world will see what works and what doesn't. Of course we have already seen 1X charge ahead in Korea, but next year, 1X hits the limelight, and it will go head to head with Nokia's GPRS crap. Technology, capacity, speed, clarity, do make a difference and market share won't stop Qualcomm's better chips. GSM land is in much more danger of losing market share than the CDMA crowd. Caxton

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