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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 182.40+3.5%Jan 6 3:59 PM EST
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To: Pierre who wrote (94727)2/27/2001 1:40:43 PM
From: grinder965   of 152472
 
Pierre,

Great write-up although I suspect much of the damage to the wireless sector has already been done. Two other less significant but important events that could serve as a catalyst are, 1) Nextel embracing some form of CDMA as their choice for going forward (as opposed to the GPRS/W-CDMA route) which would pretty much solidify things for the CDMA2000 camp in North America, and 2) India which seems to be serious about bringing some of their 1.0 billion people into the telephony world by going with lower cost CDMA WiLL systems. The GSM camp has simply not been able to offer cellular services that are affordable for many in India and the recent events there coupled with the government rhetoric suggest that this is much more than a ploy to bring the GSM Cellular providers in-line. Of course both of these events may be a ways off.

IMO the single largest event that could change the balance of power as it relates to CDMA2000 vs. W-CDMA is an aggressive build-out in China. No doubt about it though, Europe is in a pickle and the Q is in an enviable position of being able to play it both ways. If the GSM Guild (specifyically the equipment & handset providers) has intentionally engaged in delaying the rollout of W-CDMA, it will come back to haunt them in a big way.

Regards,
Mike
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