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

To: JohnG who wrote (8201)10/13/1999 10:05:00 AM
From: Len  Read Replies (1) | Respond to of 54805
 
John, PHMC has finally gotten my attention and I both like and appreciate your posts. I am sure you have already addressed this question but I have been skipping over the PHMC posts. So, how does WAP imact or affect CDMA? Is there a potential conflict, are they totally independent, or could WAP actually be another supply chain addition for QCOM?

Thanks. I'll pay more attention going forward.

Len



To: JohnG who wrote (8201)10/13/1999 10:13:00 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
RE: PHCM. Some interesting discussion so far (have read up to 12 Oct 10:20 PM), but I still do not understand PHCM's business model. What IP do they have? What are they selling? Can someone point us to that information? Would most appreciate it.


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