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Technology Stocks : George Gilder - Forbes ASAP
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To: gdichaz who wrote (886)1/14/1999 4:48:00 PM
From: George Gilder  Read Replies (5) of 5853
 
Is there any way to post on two threads at once???

Anyway, the problem posed by ATT is disruption of the US market at a time when the European stance is monolithically GSM. With its marketing strength, ATT captures US mindshare from CDMA. Think of it this way. The reason Bush lost to Clinton was Perot. Two voices claiming it was the worst economy in 50 years allowed the government party, which always begins with 33 percent of the voters as its dependents, to prevail. Now we have the largest US cellular company attacking CDMA from behind while Qualcomm battles political forces in Europe and Japan. I think Qualcomm will win anyway, but it's another set of brickbats in the usual wall of worry that it climbs.
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