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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: paul_philp who wrote (53088)	11/20/2002 6:27:33 PM
From: gdichaz	Read Replies (1) of 54805

Paul:<< My main argument is that both worlds will co-exist. I think the probability of CDMA having a leadership position in wireless data (as opposed to 'data-enabled cell phones') is zero.>> Zero? Why? You can't be serious. There is absolutely no way you can come close to proving that. Very sad that you make such an extreme and clearly unprovable statement. Yes, you are probably right that many means will work for fixed and "hot spot" access. That access will be fast and useful. What none of us know yet is whether people will prefer to have a system such as 1X EV-DO which will permit them to use High Data Rates which are slower than what will be possible if they are at a fixed location. I would suggest, people will want both. So zero to me is not the proper word or concept. Hope you have recoved your health. But have you actually looked at the way 1X EV-DO is so far ahead of all mobile approaches (and available now) works. WiFi is great for non mobile. Ubiquitous no. Best. Cha2 PS What Qualcomm is doing is making it possible for all of these possibilities to work - using their chips. PPS What do you suggest we buy for WiFi?

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