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

To: Jim Mullens who wrote (53086)	11/20/2002 5:55:14 PM
From: paul_philp	Read Replies (2) \| Respond to of 54805

the Qualcomm equipped handset will have it all and should be able to select the most efficient/economical connection I agree in broad terms about the handset but it will be a very long time before a handset is all we need. The demands that web services will place on bandwidth, storage and computing on the client side means that we will still the workhorse PC-type device. My main argument is that both worlds will co-exist. I think the probability of CDMA having a leadership position in wireless data (as opposed to 'data-enabled cell phones') is zero. The PC didn't kill the mainframe it expanded the applications of computing. This is what I think QCOM will do. Paul