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

To: DaveMG who wrote (893)	3/30/1999 9:53:00 AM
From: Brian K Crawford	Respond to of 54805

Dave, Thanks for the meaty post on Q. I hope you will return to share your estimates of QCOM revenue and profits ex infrastructure business. Brian

To: DaveMG who wrote (893)	3/30/1999 11:29:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Dave, Thanks for the post. The thing to remember is that the CDMA mkt is exploding or in Gorilla Game terms entering the tornado. CDMA subscriber growth worlwide grew 300% yr/yr, albeit from a relatively small base, and from 16mil to 23 mil from Q3 to Q4 1998. I'm very much intrigued by those stats. Can you direct us to the source so we can keep an eye on it? The reason I'm interested is because I had no idea the growth was so high. That's more than 40% sequential growth, definitely the stuff of tornados. And the Gorilla Gang says to invest in enabling technologies at the start of the tornado, so this is not an unimportant issue. --Mike Buckley