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

To: Mike Buckley who wrote (16121)	1/24/2000 8:46:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

I'm still learning, Merlin. I'll think about this chicken and egg thing. I see the scenario differently than you and others, but its an academic exercise that may have some bearing on future picks. If its CDMA that is the tornado, then I suppose CDMA is the disruptive technology in the wireless industry. When Q and Ericson were still duking it out for IPR, the CDMA tornado was already blowing, with these two potential kings/gorillas competing. The Ericson capitulation gave QCOM gorilla status. Both companies were across the chasm already.