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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Martin Rasch who wrote (3868)	7/16/1999 8:23:00 AM
From: LindyBill	Respond to of 54805

What make you so sure that CDMA will make it and the world belongs to Q? Nothings for sure when you are investing, Martin, but, GSM just can't do the job that CDMA can, and should run them out, according to the people we listen to. That's why Ericson settled, Siemans is dealing with Q, and the stock has rocketed.

To: Martin Rasch who wrote (3868)	7/16/1999 10:33:00 AM
From: John Stichnoth	Respond to of 54805

Part of the pivotal implications of the ERICY deal were that (1) ERICY took a vested interest in CDMA by purchasing Q's infrastructure division, and (2) within the agreement was agreement--implied, perhaps since we can't see the agreement--that CDMA will form the basis of next-generation wireless, the so-called 3G. ETSI has since moved ahead towards 3G standards in W-CDMA. And W-CDMA standards have migrated somewhat towards Q's CDMA2000. So, where Q would get benefits from W-CDMA, as the standard seems to be developing, Q will see even greater benefit. In China, CDMA is making headway in the face of awful US/China commercial relations. Suggesting the strength of China's commitment. And, this strength is further supported by other activities that are moving Q's way: Globalstar is near commercial launch, and the market is saying they think it is a winner (near a double in the quarter), and Cinecomm is a nice little play that provides nice press and--more important--gives interesting development possibilities. all imo, of course.