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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 154.55-0.8%3:59 PM EST

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To: marginmike who wrote (56467)12/23/1999 5:17:00 PM
From: Webster   of 152472
 
Marginmike, I agree with your assessment on NOK potentially driving a hard deal, but Dr. J stands firm (as he always does).

Its truly unfortunate for NOK that they do not purchase ASICS from qcom while they try to develop their own. It isn't the first time (MOT, ERCY) companies have let their ego get in the way of future success.

HDR and Japan are key aspects of cdma growth and it appears that KYO will provide significant upside for qcom in this area.

Perhaps in a couple of years we will read in the press about how Europe missed the data revolution due to politics and pride. In the mean time qcom and cdma is growing and new entrants will disrupt the market, all for the good of qcom. FWIT
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