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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (861)	3/28/1999 10:50:00 PM
From: Uncle Frank	Read Replies (2) of 54805

Mike, please add my thanks to those you have already received on the qcom information you've been sharing with the thread. You made the following comment: The other competitors offering their various twists on CDMA, not to mention competing GSM and TDMA technologies, are the big boys that John and others have mentioned. Every one of them is a customer of the Q, so it will be a double whammy if their competing technology wins out over Qualcomm's innovations of CMDA. My understanding is that tdma is the older generation compression system used in digital cellular transmissions, and cdma is a radical improvement, more than doubling the number of calls a cell can handle simultaneously, but I am not clear on it's strengths versus gsm. Can anyone comment? I'll post this on the qcom thread as well and report back. Frank

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