Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mauser96 who wrote (30500)	8/25/2000 5:56:58 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Lucius, << Past tense used because the events described were in the past. Whether QCOM is a gorilla at this time is another matter >> A gorilla does NOT stop being a gorilla when the tornado subsides and that is the gorilla advantage (CAP). << it's important to decide whether it's the gorilla of wireless or the gorilla of CDMA >> Within the wireless world their are no gorilla's or potential gorilla's other than Qualcomm, because with the exception of Qualcomm, no company has proprietary control of an open architecture. GSM & TDMA-EDGE are committee based architectures, as will be UMTS (FDD or TD). QCOM is not the gorilla of wireless, however. No one has ever made a case for that on this thread, and with the market share numbers below, it would be difficult to do so. despite the fact that CDMA remains the fastest growing wireless technology. ================================ MOBILE WIRELESS SUBSCRIBER STATS ================================ Through end June 2000 Total Worldwide Subscribers (millions) 494.6MM = digital (excludes ESMR) 82.8MM = analog 577.4MM = total mobile wireless (excludes ESMR) CDMA = 67.1MM subs = + 34.2% first to calendar quarters CDMA = 11.62% of all CDMA = 13.56% of digital - Eric -