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

QCOM 178.11

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To: foundation who wrote (11999)	6/25/2001 5:30:04 AM
From: Jack Bridges	of 196962

" And wCDMA/UMTS success will not speed the construction of full-scale networks. wCDMA/UMTS success will only reinforce and confirm the viability of 3GSM evolution. Short and mid-term plans for UMTS networks are small scale, selected applications - and as much for bragging rights as function. 3GSM plans first include selected GPRS coverage for business data needs. Then plans call for widespread GPRS, including services targeted at consumers. Then for some there is EDGE for higher data rates - in targeted regions, as needed. (And NOK is pushing this much harder now for all regions.) Then there is small scale UMTS in selected regions for business. Then finally there is growing UMTS networks for consumers - in selected markets - as required.... Successful, bug-free wCDMA/UMTS technology tomorrow will not alter this map - only assist in confirming its viability - and strengthen the confidence of carriers wed to the evolution." Ben, I wonder if the full-page ad in today's IHT might affect your analysis. It starts of: "Imagine instant access to tens of thousands of sites with the press of a button on your compact cellular phone. This is exactly what NTT DoCoMo - Japan's leading mobile communications operator with over 36 million subscribers - provides 23 million i-mode users in Japan." Later: " over 90% of i-mode subscribers access an average of 11 sites per day." The FOMA logo appears at the end, with a footnote: "FOMA (Freedom of Mobile Internet Access) is the name used in Japan for NTT DOCOMo W-CDMA services." I also wonder about the purpose of rubbing this message under the noses of disenchanted European investors and regulators at this particular point in time. The plot thickens.

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