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

To: Uncle Frank who wrote (25550)	5/30/2000 1:50:00 AM
From: tekboy	Read Replies (2) \| Respond to of 54805

Some stuff from the Fool...including a response by GM about whether gorillas are a "sure thing"... :0) MOORE boards.fool.com NTAP boards.fool.com boards.fool.com CREE boards.fool.com boards.fool.com GMST boards.fool.com tekboy/Ares@correctionssuck.org

To: Uncle Frank who wrote (25550)	5/30/2000 2:24:00 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 54805

UF, thanks for your post. You bring up some good points... It has proven itself capable of providing benefits for carriers and subs far beyond the abilities of tdma and gsm. Aye, but what about the infra and handset manufacturers? Mustn't forget them as they play a critical role. I am sure you are familiar with Tero's insights on their perspective. Volume is key. Volume is also relative. 'Tho CDMA market has grown rapidly, it remains much smaller than the GSM/TDMA markets. Correct me if I'm wrong, but I believe NOK alone will ship more handsets this year than the cumulative number of CDMA subscribers (certainly greater than the net adds). People have kindly suggested that NOK start using QCOM ASICs...fact that they have not done so is usually interpreted as a sign that a) they are stupid socialists; b) they are proud socialists; c) they are evil socialists; d) all of the above. Tero is the only one I've seen suggest that NOK might have more important irons in the fire. Even the biggest maker needs to "prioritize". Wireless seems like a sausage-making type of business, and perhaps we're blessed by not seeing the gory details. I get the sense that there are many considerations that are important for cos. in the industry that we individual investors do not recognize. It is fine to read a press release about HDR and how fast it is, but it would be nice to see the order log. How does it compare to the GPRS/EDGE order log? Based on placed or anticipated orders, how enthusiastic are manufacturers about supporting the technology? That kind of thing. while wcdma is still in the lab experiment and press release phase. You might want to run that one by Tero.