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


To: Uncle Frank who wrote (832)3/25/1999 11:26:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
I hope everyone noticed that Ericsson and Qualcomm came to a major agreement today that will enable customers to more quickly adopt the CDMA technology. The two companies agreed to support one common standard. A lot of potential customers were holding off on choosing one technology over the other until the suit played out. Now that the suit will never get to court, let the adopting begin.

I'm sure we'll here from Chaz who has already posted in the AOL folder that this news is equivalent to the product crossing the chasm. Gorilla Game devotees will take note that the authors recommend waiting to invest in enabling technologies until the tornado forms. If you're not familiar with CDMA, it is an enabling technology.

Ericsson estimates there will be 16 million wireless handsets sporting CDMA technology in 2001.




To: Uncle Frank who wrote (832)3/26/1999 3:23:00 AM
From: LindyBill  Respond to of 54805
 
Aren't you still loaded with intc?

No, no, no, Frank. I got out of Intel last year. Almost got back in at the first of the year, but put the bucks in softy instead. I am Softy 57%, Cisco, 26%, AOL 17%. No cash. I am still nervous about the trial, and will probably lighten up on Msft next month and buy some ATHM and Yahoo.