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

To: KY who wrote (940)	4/2/1999 11:10:00 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

KY "Does anyone know of any articles on the web, sites, or specific threads around SI where I can start my detective work?" One of the best of the many articles about the QCOM/ERICY deal is posted at: Message 8668399 Below are several links. My personal favorite is: debry.com Re above link: Tero Kuittinen "Guest Columnist" has a natural bias for GSM and Nokia since he lives in Finland, but his columns and good Q & A balance the natural bias towards CDMA that you will see on the excellent QCOM thread here on SI. The CDMA Development Group: cdg.org CTIA (all wireless) wow-com.com Wireless Data (primarily GSM) gsmdata.com Excellent Links: china.si.umich.edu More Good links: gbmarks.com - Eric -

To: KY who wrote (940)	4/2/1999 11:17:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

KY, find George Gilder's essays on the net on QCOM. Great place to start. Qcom invented and hold the patents on CDMA, the cell technology that all cell phones will run on in the future. In short: It is an enabling technology QCOM owns the open, proprietary standards. The Market is growing at better than 50% a year. All other Telecom companies either are, or will have to, support it. LindyBill This stock should make Yahoo and Amazon look like small change.