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

To: Eric L who wrote (37471)	1/3/2001 2:47:47 PM
From: Thomas Mercer-Hursh	Respond to of 54805

properly prepared is the operative word, Given the individuals, the experiences are not likely to have been from urban sources, but from either *very* rural to a peak of something like a lodge on the shore of Lake Victoria. I.e., from those who have generations of experience. one of these days we need to get back to our discussion of QUALCOMM's control of CDMA architecture If we were to diagram the architecture of each of the standards, I would visualize it in terms of a series of layers, some layers having multiple components. Each standard having its own layers and components, some shared with other standards, some not. My perception is that as one moves forward from the present, where some of the standards contain no CDMA component, to the future, all of the higher-end standards will have a CDMA component. Or, perhaps more accurately, a bundle of CDMA components. Obviously, the broader the field that one controls, the better, but the perception I was offering was that having that common required core across all of the standards meant that QCOM has the gorilla status we have been awarding it.