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

To: gdichaz who wrote (22009)	4/4/2000 6:43:00 PM
From: tinkershaw	Respond to of 54805

Tinker: Wi-lan is an interesting case. The technology does show possibilities as does the similar approach of Cisco. Mike has always been specific in characterizing Qualcomm as a CDMA gorilla, with the proviso that it might become the "wireless" gorilla but is not there yet. Cha2, well put. This will be a very, very, very important debate as it not only brings a potential disruptive technology to play against our favorite Gorilla of the moment, Q, but may itself present itself as a Gorilla someday. Certainly at this time it is too early to call but I too will keep a look out on it. The particular area to really look for at this moment is in Northern Europe. How quickly and economically can W-OFDM get embedded in the infrastructure. Being the epi-center of mobile computing in the world (although Japan on the HDR bandwagon isn't that far behind) if W-OFDM takes off big in Northern Europe it may begin to spread virally throughout the rest of Europe. HDR, and maybe even standard CDMA could easily become locked out completely as GSM which is adequate calls will remain the voice system and W-OFDM will move right in supplanting any European HDR plans Q may have had. Just quick speculation there but that is all I have time for this week. I hope we stay abreast of this issue. Tinker