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

To: Eric L who wrote (41086)	3/28/2001 5:44:28 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Message 15578369 Paul Johnson on Cisco. BB

To: Eric L who wrote (41086)	3/28/2001 6:08:57 PM
From: gdichaz	Respond to of 54805

Eric L: Hey, let's just for fun see where we are. UMTS is W-CDMA (or at least the UTRA portion of it is W-CDMA), and the only reason W-CDMA is never mentioned as such in Europe is because of the "standards". OK, done. A full card carrying employee of a company trashing a competitor's product is not slander. ??? The employee is "pretty much a minor player" and he may have been misquoted. BTW do you think Dr J was misquoted in the FT? We do agree that no article in the media may be taken as accurate these days - or at least an accurate reflection of what the person being interviewed meant. But what I find troubling is your continued use of such stuff as FUD and HYPE by Qualcomm. Specifically what? And you are suggesting that in light of Eckersly's performance at the CTIA, that it is Qualcomm that is resurrecting a Holy War. Where has any of the Q management attacked Nokia as such? The White Paper seems straight forward. What factual errors does it contain? Curious. But it is probably not really very useful to go on and on. Perhaps the best idea is to cool it as we agreed to do re: Korea and China. We agreed to wait and see. Well we have waited and it appears to be that we are about "to see". A good model, no? Best. Cha2