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


To: Eric L who wrote (35299)11/27/2000 6:57:18 AM
From: 100cfm  Respond to of 54805
 
Eric

I disagree with this one. We can agree to disagree, I hope <g>.

Handsets are always last. WCDMA might need QCOM's chips but they need other goodies if they are going to work.


Yes we can disagree,it's healthier if we disagree once and a while.

This time I agree with you after you made the above point.
Q's WCDMA chip is not the end all, it's just that we have been so fixated on who and when was going to produce a chip, I forgot about the rest of the system. You are of course right that without the full line of working components a WCDMA chip does not make a system commercialy available.

I will trust IJ also on the 3GPP membership also. If he decides to join it will be because it is a huge benefiet to Q and us shareholders, that I am sure of.

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