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

To: Eric L who wrote (42688)	5/16/2001 5:14:14 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Eric L: As usual your view is careful and consistent and informative. As you know, I tend to look for trends and turning points. And to me 3 years is the minimum time span for investing - and that is a rolling 3 - i.e. always 3 ahead. Now there are those who look behind, those who look at now, those who look at the next week, month, quarter. In that latter context, your points are well taken. And again as you also know, to me the wireless data internet nexus is where "it's at", or where the next major opportunity is. That is why I see the China acceptance of CDMA as crucial for the worldwide future of CDMA 2000 and of Qualcomm, especially since Unicom will move to 1x asap. This is a glass which may turn out not to be even half full, but as a long term observer of Asia, I see two huge turning points - CDMA 2000 in China and CDMA WLL in India. Japan is a foregone win for CDMA 2000. KDDI will win in a walk IMO. Again my focus is in the real world, which is current spectrum. There is no WCDMA there. Only GPRS which can't even come close to 1x - let alone 1xEV. And in the US where 1x, 1xEV will be in competition with GPRS, the battle is like the cavalry vs. tanks. Spring and Verizon have the tanks and air superiority too. And BREW is coming up strong on the outside in the race. In brief, this was the basis for my comments. Best. Cha2

To: Eric L who wrote (42688)	5/16/2001 7:04:33 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Eric L: Addendum: <<To:Dennis Roth who wrote (99286) From: Ibexx Wednesday, May 16, 2001 6:08 PM Respond to of 99288 From Morgan Stanley's website: Qualcomm (QCOM-$59-SB-V) Positive CDMA News In-Line With Our Expectations L. Gerhardy --China Unicom solidified its commitment to its CDMA network build-out. The company formally released contracts to build-out a 2G CDMA network that lays the groundwork for its plans to migrate to 3G (cdma20001x) in 2002. --Nextel reiterates cdma2000 1x plans for its 3G build-out. Since Nextel will undergo a "forklift upgrade" of their network, their selection of cdma2000 1x as the 3G technology of choice is another strong positive. --Alternative 3G technologies are experiencing delays. Recently NTT DoCoMo and Manx Telecom (subsidiary of British Telecom) have both delayed the roll-out of their WCDMA 3G services due to technical problems. I love it when MSDW called WCDMA 3G the alternative technology. Ibexx>> Again, CDMA 2000 is moving out in Asia, and wherever there is open competition (in Europe there is none of course), this is why CDMA 2000 is now the leader, the horse on the inside in the race for the wireless / intenet data nexus. Best. Cha2 NB. In current spectrum, its GPRS only as competition. In new spectrum, its a committee product WCDMA vs CDMA 2000.