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

To: Eric L who wrote (8357)	10/15/1999 11:15:00 PM
From: uel_Dave	Respond to of 54805

<How was AC?> Eric, it was my first time to Atlantic City. They have excellent facilities at the convention center; since the majority of my time from Thursday to Sunday was taken up in a Project Office workshop and taking strategic initiatives into projects. I met a Sr. Mgr. from Bell (CDN) Mobility and they are very positive about CDMA and I will follow-up with him later. It was also the first time that I was in a workshop collaborating with Cisco and Lucent personnel in strategic initiatives. I spent Mon to Wed in the Philly convention center at the 30th PMI conference with 3500 other Project Managers. In reference to DSP & INTC; I am also very positive, however I do not understand the licensing agreements that QCOM has with DSP and how these will change in the future with INTC. I am sure that the legal people that follow this thread can comment more on the QCOM-DSP-INTC relationship and the patents wrt CDMA. I think that it is great and a good endorsement of the CDMA technology for Qualcomm and really emphasizes the Gorilla influence for the future growth of CDMA. David