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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (880)3/29/1999 9:23:00 PM
From: John Carragher  Read Replies (1) of 54805
 
I don't understand that all systems will switch over to cdma technology. I thought it was still an open question however a strong possibility.

Do we agree the qcom should get out of the phone (handset business) and concentrate on cdma improvements. If other countries are going to mass produce these phone sets it seems to me to be headed to a commodity and low margin business.
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