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

QCOM 172.98

+1.1%

Jan 2 9:30 AM EST

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To: Randall Knight who wrote (31707)	1/25/2003 3:51:50 PM
From: Jim Mullens	Read Replies (2) of 197074

Randall, regarding your statement >>” TT indicated that although multimode phones won't be a large percentage of QCOM's business…” Not to be nit- picking- I believe Tony said>>> initially (2nd half of 2003)<<< multi-mode phones won’t be a large revenue contributor, but over time there should be “substantial” demand from carriers such as VOD, VZN, Unicom and Telstra and that Unicom is ‘Very anxious” for the dual-mode handset. Over time they should be a “significant contributor” to revenue as their incremental cost is not high. Regarding prior Qualcomm chipset sales to Vodafone, I believe they only operate GSM networks and therefore would not have had phones with Qualcomm chipsets. ( Except for their joint ventures- JPhone in Japan and VZN wireless)

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