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

To: Eric L who wrote (7393)	10/3/1999 2:07:00 PM
From: voop	Read Replies (1) \| Respond to of 54805

SATURDAY, OCTOBER 02, 1999 12:19 AM - CMP Media Oct. 01, 1999 (LTH - CMP via COMTEX) -- SelectAmp CDMA 1900 Series Vendor: Andrew Corp. Contact: 708-349-3300; 708-349-5222 (fax); www.andrew.com Orland Park, Ill.-Andrew Corp. has added three new models to its code-division multiple access (CDMA) line of repeaters that provide signal level enhancement in the 1900-MHz personal communications services (PCS) frequency. The new amplifiers-the CDMA 1900-1, 1900-1H and 1900-1HD-are designed for use by wireless service providers and original equipment manufacturers (OEMs) to enhance coverage throughout buildings, distribute PCS signals to null areas and extend PCS networks along highways or long corridors. The new repeaters have channel selectivity to keep other signals from interfering. Prices are not yet More evidence of food chain for Q. voop

To: Eric L who wrote (7393)	10/3/1999 4:29:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Eric L: Thoroughly enjoying the discussion of tornadoes and when best to begin to invest in a potential gorilla. (In my experience, sooner beats later BTW.) The discussion has meat on the bones due to using Gemstar and Rambus as contrasting examples. In rereading the Gorilla Game (the revised edition), I was reminded that in the Chapter 9 case study of Cisco, the author (who is Paul Johnson for this chapter) follows through on 4 tornadoes for Cisco. That there may be more than one tornado going on which a gorilla may be participating in may be worth considering in the ongoing tornado discussion. Since I was very much involved with concentrating my investing in "networking" in general in the early through the middle 90s (starting with Cisco in the summer of 1990), this all brought back clear memories and seems to me to be conform closely to what I remember happened. Suggest those interested in tornadoes reread the Cisco case. The reason I think it is relevant is that Qualcomm may well also be participating in more than one tornado right now. CDMA is the obvious one. But the wireless/internet nexus is another perhaps. And data is likely to be a much stronger tornado than voice in wireless IMO. All food for thought. Curious what you (and others) think? Cha2