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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (887)	4/3/1999 11:40:00 AM
From: LindyBill	Read Replies (1) of 54805

Mike, my guess is we are going to see a fast reshuffling of contracts to CDMA over the next few years. The main point is, the future is now CDMA, with a royalty to Qualcomm. I don't see any way around this. It is a great point that they have built in a direct IP connection in the phones to the internet. No modem is required!

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