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

To: Mike Buckley who wrote (30433)	8/24/2000 8:54:43 PM
From: mauser96	Respond to of 54805

Mike, I wish I had a better grip on how long non CDMA carriers can hold out, because this is a big key to QCOM stock price. I suspect that they might be able to avoid CDMA longer than most of us would like or expect, because they are in control, they want to milk the cash cow as long as possible , they can handle expectations with advertising, and consumers may be slow to demand heavy data use. In case of the PC the chain was Intel to PC maker to customer. The PC makers found that better faster products sold better. In the case of cell phones there is one extra step as long as most get their cell phones via discount and plans with carriers. It's QCOM to cell phone maker to carrier to customer. Of this chain it seems that so far only QCOM has a great interest in much better products. The kind of benchmarks widely available for PC's, and the multiple magazines touting faster products don't exist to any significant extent in the cell phone market. I'm keeping my QCOM investment small until I see some hard evidence of consumer demand for what QCOM can deliver.