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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (2222)	5/25/1999 11:23:00 PM
From: DaveMG	Read Replies (1) of 54805

Yes... WCDMA is an attempted hijacking .. To the extent that Qualcomm resists this, they maintain proprietary control. And to the extent they maintain proprietary control I disagree with Geoff Moore that they have lost it. It's interesting that the ERICY/QCOM "settlement" which supposedly "settled" all this stuff, really didn't settle any of it. But Ericsson did capitulate and buy a CDMAone license and infrastructure unit. Dave

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