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

To: Stock Farmer who wrote (53156)	11/22/2002 7:28:20 AM
From: Jim Mullens	Read Replies (2) \| Respond to of 54805

John, you wrote- "Seems to me that OFDM is capable of doing to CDMA (and thus QCOM) what CDMA has done with AMPS. A sort of "innovator's dillema" in real-time IMHO." And, " Substitution is the most insidious kind of competition, 'cause most of the time you don't even see it coming." I agree also as JAPG and Paul cautioned that Qualcomm investors should take this (WiFi) into account. John, are you speaking of Flarion as the possible disrupting force when you wrote "Seems to me that OFDM is capable of doing to CDMA (and thus QCOM)..."? Do you have any factual basis or substantial evidence for making such a statement or is it just a "speculating thing" (which is ok also)? Jim