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

To: Mike Buckley who wrote (27819)	7/13/2000 2:37:30 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

It is part of the 3G standard. If it were all of the standard there would be virtually no competitive platform. That doesn't render it gorilla-less. I'm not aware of any Gorilla that has been without competitive platforms. If, as Dr. J says and many of us believe, Q's CDMA IPR is an integral part of WCDMA or any other flavor of CDMA, the Q remains the CDMA gorilla. What is happening now is the formation of a new tornado, intersecting with the 2G CDMA tornado, which competes with the other 2G (GSM, TDMA) tornadoes. In effect, the competing 2G tornadoes are converging into a single 3G CDMA (WCDMA?) tornado and the players are trying to position themselves for the best position. In the meantime, a potential 2.5G CDMA/HDR tornado is organizing and will spin into the 3G tornado as well. QCOM's Gorillaness remains secure and is, in fact, the very foundation, but not the complete value chain, of the much more powerful 3G tornado. Of course all involved are fighting Q, but its gorilla power remains in place despite the FUD and fighting, imo. "Ggaming is not a 'system', it is a paradigm."