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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 182.40

+3.5%

Jan 6 3:59 PM EST

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To: Keith Feral who wrote (5062)	11/30/2000 2:04:13 PM
From: foundation	of 197105

Keith, All the releases today specify GPRS and EDGE <g> networks before UMTS wCDMA... Sounds like a long time till wCDMA in the US... Good for Sprint and Verizon, but not for wCDMA royalties any time soon... Short term, does 9 bil buy NTT US I-Mode entry? And I-Mode is much more - it is proprietary content and value added services (that NTT can share in) that is appropriate for the low bandwidth that AWE will have to live with into the future... Again, the question is whether the content can catch the imagination of internet-sophisticated US users - especially in light of services Sprint (and perhaps Verizon as well) are lining up for 144kbs 1x... Personally, I suspect 1x will rule both the adult and adolescent market.. providing bandwidth is reasonably priced..

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