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

To: Eric L who wrote (14632)	1/8/2000 11:19:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 54805

<No revenue out of Western Europe, little out of EU, Russia, China, Africa and 2nd fiddle to TDMA in LA. Leaving big $ on the table. Time to get beyond Korea & US with pockets of Asia & LA thrown in.> Last time i checked, also Japan, Australia, Canada, Mexico coming on board. Mp

To: Eric L who wrote (14632)	1/9/2000 2:08:00 AM
From: Martin Atogho	Read Replies (1) \| Respond to of 54805

Eric, My understanding is that IJ is willing to grow the market in Europe, but Nok, and the other European companies feel they can still excel without Qcom. Or that they would only make a deal with Qcom on their terms. I think IJ believes that with time it would become obvious what a strong position he is in and that they would be more willing to share the pie with Qcom. Going through Korea (Asia) is another way of demonstrating this strength. Which means for now it is costing us money, but that they will eventually come round. I also feel that with VOIP around the corner, which will decrease profit margins on voice market, there will be more pressure on these companies to go into the data transmission market faster, in order to increase otherwise decreasing profit margins. JMHO, also. What do you think? Ma.