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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 7:03:24 PM
From: gdichaz	Read Replies (3) of 54805

Paul: Again we are probably much closer than all this back and forth would indicate, but..... Qualcomm will have WiFi in its one chip -- repeat one chip. The availabilty will be there - in effect, for free. And no way are we dealing with "handsets". The Qualcomm chips will be in PDA's, handhelds generally, computers such as laptops on up - and even refrigerators, gas pumps, coke machines and on and on. When you get out of your car at a gas station or convience store, will you go around the block for a hi fi "hot spot"? Or will you pull your ubiquitious device out of your pocket, click a few keys, and complete the transaction. The latter is what CDMA and Qualcomm will permit. Good ho, no? Best. Cha2

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