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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.52+0.2%12:24 PM EST

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To: Craig Schilling who started this subject10/13/2000 11:23:16 PM
From: Ruffian   of 152472
 
By: tryhard81 $$$$
Reply To: 66213 by Rich_Bloem $$$$
Friday, 13 Oct 2000 at 10:56 PM EDT
Post # of 66230

For China, the narrowband CDMA tech will be useful for a quite long period. In particular,
as we look at the easier migration path for the Q tehnology, the telecom operators might
not need to spend that much for the upgrading. On that point, I totally agree with you.

However, IS-95A version itself, along with its brother versions, are truly almost at the end
of its natural life if not yet implemented. That is the prevailing opinion in the industry. GSM
camp people used that to attack the adoption of 95A. They have some good reason
behind it, though they are now defeated.

How many more subscribers will be there other than China for 95A? Probably not much.
What China come forward to irrevocably adopt CDMA 95A is a great boost for
Qualcomm and the US telecom future. We share a common fate in that front. What Mr.
Bill Clinton asks to do today concurs the natural interest of the US and China Unicom.
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