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

To: Stoctrash who wrote (37822)1/11/2001 8:41:36 PM
From: Uncle Frank  Respond to of 54805
 
>> The question lies I guess in the what really happens to the economy and the willingness of the providers to expand/install the new equip needed vs milking their currently installed systems?

If it comes to "milking the currently installed systems" because of economic slowdown, I'd think it would favor Qualcomm. 1X offers great performance advantages over 2G, and doesn't require a whole new infrastructure for existing cdma carriers.

uf



To: Stoctrash who wrote (37822)1/11/2001 10:35:40 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Fred,

The question lies I guess in the what really happens to the economy and the willingness of the providers to expand/install the new equip needed vs milking their currently installed systems? Agree?

No, because my horizon is the next ten years. We'll likely have as many as a few up-and-down cycles in the economy during that time.

--Mike Buckley


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