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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 179.56-0.7%9:30 AM EST

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To: Ramsey Su who started this subject2/17/2002 8:04:14 PM
From: Ramsey Su  Read Replies (1) of 196418
 
Message 17073255

I was suckered by Eric to listen to this presentation.

Frankly, I think it should carry a warning label.

The only item of value was during the Q&A, this woman suggested that Nokia would start booking 3G revenue so QCOM should start seeing corresponding royalty. However, the presentation was very questionable in credibility so I would not place much weight on it.

The part that I like the most - this woman said CDMA as a technology, is about what GSM was like 5 years ago. I think even Tero would disagree with that.

Ramsey
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