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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 176.31+1.9%3:59 PM EST
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To: cfoe who wrote (8818)3/20/2001 1:07:25 PM
From: Pierre   of 197082
 
what do you all think of the time frame from a competitive point of view?

At first take I don't like it. Sooner the better,IMHO.

It may be that Q* is deliberately rolling cdma - 1x etc. at an accelerated pace to encourage those still in the decision making phase to opt for cdma over GSM, al la Cingular, and to reward current adoptees. As someone else noted, it doesn't appear Q* is moving with great alacrity to bail out the w-CDMA camp with a commercial chip.

HIgh stakes poker, whether by design or not.

Pierre
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