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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (11723)	10/24/1999 9:09:00 PM
From: F. Lynn	Read Replies (3) \| Respond to of 18998

Product life cycles are so short in this business. I would be very careful with that line of reasoning. Although you are right that GSM is the dominant standard today, there are several reasons to think that CDMA will dominate in the future: 1-the settlement between Qualcomm and Nokia clears the way for the CDMA standard, removing any doubt as to the solidity of this standard. 2-any belief in the data/voice convergence leads almost inexorably to the thesis that CDMA is destined to take over. As CDMA is much more suited to data transmission, any system designed to accomdate data will almost certainly be CDMA. It is similar to the land line arena, where several companies have announced their desire to purchase ATM products in the future, moving away from pure voice products to standards like ATM that can better accomdate data. It is this kind of thinking that is driving Lucent and Cisco's acquisition strategy- and if you think that wireless data will converge with wireless voice, stay away from GSM. FLynn