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

To: DownSouth who wrote (28542)	7/22/2000 8:48:35 PM
From: DlphcOracl	Read Replies (3) \| Respond to of 54805

DownSouth: Sorry, I gotta disagree. While the QCOM/RMBS analogy is not perfect, there are striking similarities. Both rely on acceptance of their proprietary technology, something not entirely in their respective hands. QCOM's success will, to some extent be dependent on NOK, ERICY, and the various governments and bureaucracies building out their telecommunications infrastructure. China has used the promise of adopting CDMA as a bartering tool in its dealings with the US and, despite previous commitment to employ CDMA, has backed out for the umpteenth time, with the "dangling carrot" that they will use it several years hence. Meanwhile, W-CDMA/GSM continues to grow rapidly in China, while CDMA is stalemated. Don't hold your breath waiting for China to embrace 3G-CDMA anytime soon. This is why I consider QCOM a risky, speculative investment at this time.