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

To: sditto who wrote (31083)	9/4/2000 11:17:29 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

sditto, << The short answer to a long question is yes. <g> >> Was kinda long ... I credit you with even understanding my convoluted question. <g> Super response and most appreciated. It's clipped to file. The question I attempted to pose has been in the back of my mind pretty much all this year. The invitation by 3GPP to CDG (and Qualcomm) to join their Partnership Project, which I believe they will accept at some point in time, really puts them in a somewhat different position than they have enjoyed in the past, since for all practical purposes they have had total control of an architecture and the standard associated with it (cdmaOne). Actually even before joining 3GPP (should they decide to) they have had increasing committee based standards development exposure by virtue of their participation in 3GPP2. Thanks again, and I hope others add comments. - Eric -

To: sditto who wrote (31083)	9/6/2000 9:33:25 AM
From: Eric L	Respond to of 54805

Re: QCOM - Handheld Game - Qualcomm MSP1000 chipset Message 14333996 New on the Qualcomm website. No dates available for sampling or production. QUALCOMM has developed a new microprocessor-based Personal Digital Assistant or Applications subsystem 'the MSP1000' that will enable manufacturers to anticipate and respond to these challenges rapidly and at the lowest possible cost. The MSP1000 represents QUALCOMM’s latest product development effort for wireless Internet services and multimedia applications. This product incorporates an ARM720T microprocessor core in addition to a suite of applications. In addition, this architecture opens up the wireless handset device to third party developers’ creativity. The chip supports numerous industry or proprietary operating systems. So far as I can determine there has been no press release in re this product yet. While this chipset does not carry the "i" prefix that has been discussed on this thread before it certainly relates to that family of chipsets. The original press releasae on the "i" series is at: qualcomm.com - Eric -

To: sditto who wrote (31083)	9/6/2000 8:35:04 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Gang! If you are remotely interested in the essence of Gorilla Gaming as it is applied to real-world scenarios, go back and read sditto's post about Qualcomm even if you aren't interested in investing in that particular stock. The stuff that jumped off my monitor: The fundamental issue is not about controlling the standard - the issue is controlling the architecture which results from the standard. In the past 18 months I've seen so much debate about that particular subject. Yet I don't think I've ever seen a response to it that wraps it up quite so nicely, at least for me. That statement is in the category titled, "Gawd, I wish I'd written that!" imagine a world where CSCO received a royalty for every device capable of sending a TCP/IP packet When the debates about Qualcomm's potential ensued in Spring, 1999, Cha2 and I presented the idea that Qualcomm's market might indeed be larger than Cisco's. The enormity of the market made it impossible for either of us to quantify it. We could only imagine it, but only vaguely so because of its size. The thing that continues to amaze me about QCOM is not whether it will control an architecture but rather how many architectures it is in a position to control. And that also makes me harken back to those very first discussions in the thread about Qualcomm, when Cha2 and I also discussed that just as Cisco rode the winds of many tornados, it is indeed possible if not probable that Qualcomm will be the beneficiary of many tornados. My impressions of Qualcomm's fundamental position today are much, much stronger than when we first did our due diligence about 18 months ago. --Mike Buckley