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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Carragher who wrote (839)3/29/1999 9:13:00 PM
From: LindyBill  Read Replies (1) of 54805
 
How do they dominate the industry covered by nokia mo. etc. I think we are getting ahead of ourselves.

John, they now own the open, proprietary, architecture for all future cell systems. You will have to pay them a royalty to build CDMA systems, All systems will switch over to CDMA eventually, and will new technologies coming on line will conform to them. The turnover on cellphones is about 2 years, so the present TDMA systems will be converted to CDMA.

It really looks like a classic Gorilla, with all of the benefits.

PS: Whoops!, I just read Mike Buckley's reply, and see that this has been covered. "Great Minds", Mike.
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