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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DaveMG who wrote (1099)	4/6/1999 10:16:00 PM
From: Eric L	Read Replies (1) of 54805

Dave: You have provided, IMO, an excellent analyses the status of the evolution to Third Generation Wireless (3G) and issues attendant to as they relate to CDMA and Qualcomm. Thanks for taking the time to compose the post. It is valuable for "newbies" but also for those have been following 3G closely for some time. 3G can be darned confusing. As you say: <the ultimate parameters for "the standard" or "family of standards" are yet to be determined.> You also provided a good roadmap to start digging into the Qualcomm thread with its 26,000 some posts. While I did not invest in QCOM till January and start posting to the QCOM thread till March, I've had the thread bookmarked since I subscribed SI in 97 so I've been able to read the majority of posts, but in little chunks, but it would be a daunting task to start fresh. It is IMO, one of the best threads on SI. The CDMA Development Group (CDG) thread is a good resource as you pointed out and so is the Qualcomm 3G "whitepaper" you linked. There is one additional link that anyone really wanting to dig deep on 3G might want to reference: gsmworld.com There are about 25 Word documents here, that outline the thinking of the Third Generation Interest Group (3GIG) of the GSM MoU that was formed in early 1996. They are updated from time to time. The next revision should be very interesting since the QCOM/ERICY deal was recently struck and, IMO, could have some impact on the way they are revised. Obviously, not every QCOM investor is going to dig real deep into 3G, but for those who want to, you have provided good guidance. - Eric -

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