SI
SI
discoversearch

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: gdichaz who wrote (31059)9/4/2000 5:38:51 PM
From: Eric L  Read Replies (1) | Respond to of 54805
 
Cha2,

<< Hey if the fog will lift a bit in 30 days, why not wait to see more clearly? >>

Splendid idea.

Essentially, I have been attempting to do that, although I drifted into a little debate on Moderated Thread this weekend.

My hair brained forecast FWIW:

SKT = WCDMA
LGT = WCDMA
KTF = cdma2000

LGT could go cdma2000 (with a little government persuasion) splitting the subscriber base 50:50

This has pretty much been my thinking since the debate began.

All 3 will of course migrate up the nicely laid out cdma2000 path in existing spectrums.

Now I don't wanna talk about it anymore for 30 days.

- Eric -