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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 179.32+0.6%3:59 PM EST
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To: gdichaz who wrote (12064)6/25/2001 6:07:08 PM
From: carranza2   of 196970
 
I actually went along without thinking too much about it because Dr. J.'s statement that all CDMA is good CDMA and all delayed CDMA is bad CDMA, was good enough for me.

You've got to admit that the story has changed recently. Add to those CDMA statements the following: "All UMTS will be delayed 'til '04 or '05 and will only be 10 million users by then." What's the rest of the story? What about '06 or '07? Well, UMTS is either going to explode then or CDMA 2000 will have replaced lots of UMTS contracts. Or...perhaps, no one can see that far into the future, even Dr. J. Either way, Q makes lots of money, but makes more, of course, if CDMA2000 is a big hit, and replaces many UMTS contracts.

As far as UMTS is concerned, GPRS will have to be spectacular in order to keep it alive while the GSM world waits for UMTS. If it flops, Katy bar the doors. For that reason, I'm keeping a weather eye on Nokia's statement that it will roll out millions of GPRS handsets late Fall/Winter this year. I also find it interesting that HSCSD has all of a sudden become a complement to GPRS. This tells me that if GPRS was going to be such a hot on-time thing, HSCSD would not have been necessary and the GSM Guild did not need to have a backup for high end customers. .

Doesn't make much difference to me, so long as I'm alive. Glad Q has the bases covered.
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