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

To: John Carragher who wrote (839)	3/27/1999 1:54:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

John, You asked how Qualcomm dominates an industry covered by Nokia, Motorola, etc. They dominate it by selling their CDMA technology to all of them. The major barrier that had remained in the way was Ericsson. Ericsson's technology was especially favored in the European community as the home-grown product. Now that Ericsson has caved in, they too will be selling Qualcomm's CDMA to their customers. Chaz can explain all of this a lot better than I can, but I am going to try to do some more research this weekend if I can find the time in between doing taxes and my seven-day-a-week job. Hopefully Qualcomm will help me get to the point that I work zero days a week. --Mike Buckley

To: John Carragher who wrote (839)	3/29/1999 9:13:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

How do they dominate the industry covered by nokia mo. etc. I think we are getting ahead of ourselves. John, they now own the open, proprietary, architecture for all future cell systems. You will have to pay them a royalty to build CDMA systems, All systems will switch over to CDMA eventually, and will new technologies coming on line will conform to them. The turnover on cellphones is about 2 years, so the present TDMA systems will be converted to CDMA. It really looks like a classic Gorilla, with all of the benefits. PS: Whoops!, I just read Mike Buckley's reply, and see that this has been covered. "Great Minds", Mike.