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

To: gdichaz who wrote (25354)	5/25/2000 1:07:00 PM
From: JH	Read Replies (1) \| Respond to of 54805

<Your view from Hong Kong is particularly interesting since neither CDMA nor Qualcomm are as well known nor entrenched there (or in surrounding areas) as GSM. Therefore the general view is probably more GSM oriented> Actually, QCOM's CDMA (or "PCS") system is very well known here. Despite of that, they only hold a small market share. Investors in QCOM need to be less myopic about the prospects of an expanding global marketshare of CDMA. Currently, it's 15% and SHRINKING. <Qualcomm is very clear that any use of CDMA (or HDR) regardless of flavor will require royalty payments to Qualcomm> Yes, QCOM is very clear about that, but most telecoms are thumbing their noses at them. Try reading: Message 13197122 <Qualcomm will rake in royalties in China as the 3rd gen> Sorry, but I'm a little allergic to sentences with "China" and any word that denotes the idea of "certainty". Nothing but nothing is certain in China!