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

To: LindyBill who wrote (6528)	9/18/1999 5:49:00 PM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 54805

Excellent , Excellent analysis Lindy.... I would add however, that Cisco has their "IOS" which can now be considered an OS system lock on networking, at least in the Data world... As for the Q, we have a big, big problem. And you identified it.... CDMA is the best technology BUT, a big BUT, a lot of places (europe especially will try to ben over backward NOT to adopt it, as well as come up with an end-run option, as in a possible GSM + or GSM Extra to compete witrh CDMA. I see europe, and GSM territories in general, to be very ANTI-CDMA, and therefore Anti-Qualcomm. CDMA will have to start winning over the GSM territories, or else will never become a gorilla, but be a wireless telecom "King & Royalty play" 3G is still very much up in the air , with the Q far from having CDMA crowned the next standard. Beta vs VHS, VHS won even though it was crap compared to Beta.... GSM, or GSM+ (whatever it is called), could win against CDMA-Qualcomm. What do you think ? Take care Jean P.S. Glad you are in Q again.