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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (2199)	5/25/1999 7:41:00 PM
From: JRH	Read Replies (2) of 54805

I spoke with a communications chip-design expert this weekend from the University of Helsinki about the Q. As a long term holder, his thoughts are worth pondering, IMO. What he said was that early on, QCOM clutched their technology really tight and this restrained the propagation of CDMA in the wireless world. Now, I could be totally wrong on this (I hope I am), but isn't this the same thing that Apple did in the 80's, which eventually led to their demise? I don't know if QCOM has changed or not in their philosophy, and the recent reports of them being absent in formal UMTS negotiations (http://www.techweb.com/se/directlink.cgi?EET19990524S0009) almost supports the thought that they have not indeed changed much. Can someone help me out here and tell me what I am missing? Thanks, Justin Still trying to grasp this company! :o)

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