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

To: Bruce Brown who wrote (15741)	1/20/2000 7:49:00 AM
From: LindyBill	Respond to of 54805

CRUSOE: It's certainly a discontinuous innovation that makes it easier for end users' continuity. Is it? Or is it an engineering advance that can be either "Back engineered" or "engineered around"? Are there major glitches to come that will hold up the installation of production models? (Remember Rambus!) You can't believe company press releases on these type of advances. Don't forget, it was about 7 years from Qualcomm's announcement of CDMA, to Gorillahood. It will certainly be interesting follow the battle the next few years, but we are probably a long way from putting any money in this one yet.