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

To: SecularBull who wrote (16306)	1/25/2000 12:19:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 54805

in-so-far as QCOM is able to hold on to its license-control over wireless Right! Unless and until they lose control they are going to come out on top. Nobody else makes money if QCOM is losing, so the chain is going to make sure that QCOM does not screw things up. That's where Gorilla power supercedes momentum or good execution and management. TP

To: SecularBull who wrote (16306)	1/25/2000 12:26:00 PM
From: gdichaz	Respond to of 54805

LONGonFIBER: CDMA and the Q. Data is the next tornado for the Q, IMO and it is just getting underway. Perhaps it is more proper to consider it in the bowling alley now. The Q is a complicated company to analyze because it is riding a strong CDMA wireless tornado now and just about to begin a data tornado with two entries at least: 1XRTT this year and HDR early next. IXRTT is packet based and combined with voice. HDR is data only - as you probably already know. As Cisco has done, the Q manages to create its own tornadoes - mini or major. That is strength squared IMO. Look forward to your views. Cha2

To: SecularBull who wrote (16306)	1/25/2000 3:10:00 PM
From: mtnlady	Read Replies (2) \| Respond to of 54805

Long time QCOM folks a question. I had read that QCOM's CDMA rights/patents only pertain to the current 2nd generation of CDMA. While I believe that QCOM's gorilla status positions them well for the next leap of technology - regardless.... Can someone clear this up for me? Will the current version of CDMA migrate well into the next generation of handheld devices and will QCOM's patent rights to CDMA hold up or will there be a new standard at that point in time and everybody is trying to invent what 'that' is now?