Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gdichaz who wrote (53728)	3/22/2003 10:57:32 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Cha2, "The investable product category" is mobile wireless. Qualcomm is the Gorilla of CDMA within that, no? In the context of Moore's use of product category, my thinking is that CDMA is a product category but mobile wireless is not. Mobile wireless encompasses a host of product categories. --Mike Buckley

To: gdichaz who wrote (53728)	3/23/2003 10:14:08 PM
From: Eric L	Read Replies (2) \| Respond to of 54805

Paul Jacobs on Wireless Videoconferencing At CTIA Wireless 2003 last week, while Dad was taking on Wi-Fi, Paul Jacobs of Qualcomm took a shot at wireless videoconferencing, once a hot contender for killer app status: "The ergonomics of videoconferencing don't work --the camera looks right up your nose." Source: Wireless Review, 2003-03-18 On this matter Paul and I couldn't be more in agreement. Suspect I know what Merlin thinks. Paul said the killer app is choice--the freedom to customize your phone and services for yourself (a plug for BREW). - Eric -