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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (832)	3/25/1999 11:26:00 PM
From: Mike Buckley	Read Replies (1) of 54805

I hope everyone noticed that Ericsson and Qualcomm came to a major agreement today that will enable customers to more quickly adopt the CDMA technology. The two companies agreed to support one common standard. A lot of potential customers were holding off on choosing one technology over the other until the suit played out. Now that the suit will never get to court, let the adopting begin. I'm sure we'll here from Chaz who has already posted in the AOL folder that this news is equivalent to the product crossing the chasm. Gorilla Game devotees will take note that the authors recommend waiting to invest in enabling technologies until the tornado forms. If you're not familiar with CDMA, it is an enabling technology. Ericsson estimates there will be 16 million wireless handsets sporting CDMA technology in 2001.

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