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


To: DownSouth who wrote (28389)7/20/2000 12:14:03 AM
From: stomper  Read Replies (1) | Respond to of 54805
 
But QCOM is ready to play the HDR, CDMA2000 game now with shippable product.

Agreed, but not many outside this country seem to want it. So if the wireless tornado evolves around W-CDMA, is this just a royalty game for Qualcomm?

As an aside: Could this W-CDMA push really have come as such a surprise to management at Qualcomm. Mr. Sulpizio is now saying "what's the problem, were the best in any CDMA(para)". Well, they should have been pushing this stance months ago. The street is JUST starting to glean this fact.

But seeing as I'm at my computer in Minneapolis and he just got done with a CC for a multi-billion dollar Corporation, I suppose I should give him some leeway. :-)

Boy it's hard writing without my ...'s

-dave