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

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To: Ramsey Su who started this subject	11/5/2000 11:07:17 PM
From: Theophile	of 197016

On Q* CC we had some analyst Pat Gable from Digital Century Capital asking questions...and someone (I believe it was IJ) broke into the answers and said "we don't expect to see many subscribers on the wideband CDMA systems at least probably until perhaps 2003 or later....but we do expect to see substantial buildup of 1X EV data uses sometime in 2002...this will be an interesting period to look forward to.......further on another answer was given that the wCDMA solutions by Q* would be available well in advance of the demand, and they did not expect any demand for 15 to 18 months. I am assuming demand for chips will be a couple of quarters in advance of any rollout to subscribers. The final little spiel by IJ about subscriber enthusiasm being the driving force for SPs to look to rolling out their CDMA systems....and an accelerated growth of CDMA in 2001...are coming from a man not prone to exaggeration nor unfounded speculation. If this is what he feels, he has reason to feel it. ******* Considering the i-Mode model for content providers and SP billing for collections from subscriber accounts to pay for services used: in the New Economy Watch (NEW) a Gilder inspired, Forbes publication similar to GTR but more for conservative investors (too conservative for me, btw), the company Amdocs (DOX) was mentioned which offers software enabling billing coordination for SPs with many features specifically targeting i-Net usage over wireless...just a thought on how non i-Mode SPs may be able to avoid the Octopus NTT and still take advantage of NTT market strategies. no position in DOX. mthomas

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