Gorilla and King Portfolio candidates - Moderated Message Board

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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: Eric L who wrote (418)	11/25/2003 8:22:12 PM
From: Mike Buckley	Read Replies (1) of 2955

Eric, technology decisions made in the mobile wireless community and their potential impact on the potential for Qualcomm controlled CDMA There's no question that as carriers migrate to W-CDMA rather than adopt CDMA2000, Qualcomm loses control over its value chain and its prospects become less than they otherwise would be. However, ... Assuming GSM carriers migrate to some flavor of CDMA including W-CDMA and assuming QCOM gets a reasonable share of W-CDMA royalties and chipsets, should Qualcomm investors be concerned that GSM has done so well in the Ameriacs? If so, why? --Mike Buckley

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