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

To: LindyBill who wrote (11037)	11/24/1999 11:27:00 AM
From: Eric L	Respond to of 54805

<< Ericson's problems with ramping up EDGE? If this problem is not solved, and it could be major >> ... from the San Diego Tribune article? ... or do you have another source? Either way I am not counting it in MY calculations anymore than China! I put this one in the Wishful Thinking rumors category. HDR & WCDMA I am counting on big time, however. I remain very long Q for many reasons, but in a world where 2G/2.5G will be around well into the next decade my Q expectations are not as optimistic as many of the posters to this and the various Q threads. In the 2G/2.5G world they are the Gorilla of cdma and nothing more (3G) is a different story) There are huge barriers to entry in the rest of the committe based standards chunk of the wireless mobile telephony pie. JMO - Eric -