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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: Maurice Winn who wrote (52394)8/18/2004 11:47:24 PM
From: LLCF  Read Replies (1) of 74559
 
<The QCOM way looks easier now,>

Actually, it is good to remember that assumptions very close to the core or base of a concept are the most important... the proper wording is:

"The CDMA way looks easier now"

That eliminates a basic assumption which could easily negate your statement should any number of economic or political factors shift and make the above 2 statements much more different than they appear :))) Predicting CDMA success rather than QCOM success eliminates a lot of nasty unscientific externalities.... at least until they figure out that all the crap flying around in the airwaves actually does screw everyone up... I think it's behind the proliferation of SUV's myself. -gggg-

DAK
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