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

To: Mike Buckley who wrote (44198)	7/7/2001 9:50:51 AM
From: gdichaz	Respond to of 54805

Mike: Once again, if you think about 3G, (expecially if that is limited to new spectrum - as the Europeans would define it - WCDMA/UMTS), yes there is a committee structure, and there is no possibility of a gorilla. So then the question is moot. That is why I suggested a focus on mobile wireless data. That to me is where the game (not a GG) will be won or lost, and I see Qualcomm as the hands down winner. But under your definition not a mobile wireless data gorilla. As the gorilla game keeper of the keys, I of course accept your set of definitions. So I will just have to enjoy the mobile wireless data tornado as such, with its interconnection to internets (intranets), develop over the next 2 to 3 years, and not expect a gorilla to emerge - Qualcomm or other. And I will just be content with Qualcomm as a CDMA gorilla. And with Qualcomm's technologies used in the vast majority of the mobile wireless data market. Best. Cha2