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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.32

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3:59 PM EST

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To: Keith Feral who wrote (94548)	2/24/2001 7:52:21 PM
From: Kent Rattey	Read Replies (2) of 152472

Keith, <What are you talking about? The discussion of vaporware is pure nonsense.> Please tell that to the carriers that bought that expensive spectrum to utilize the WCDMA system with throughput in excess of 350Kbps they were promised in "01". You know, the ones that can't afford to wait until "04" to start making money. The ones that financially can't sit around with their thumbs you know where waiting for the technology to be invented. Technology such as improved ARM processors and battery life. The ones with stock at 52 week lows and bankers up the wazoo. The reason their not jumping for joy at 3GSM is because that roll-out in May is a trial network at 64Kbps...far from the "PROMISED land". They still don't have working handsets yet, BTW. Vod is hedging their bets, trust me on that. The Newberry trial was no accident. 1XEV in Korea are trials right now, but it looks good, and deployment is planned for the fall. If some of these carriers do overlay 1XEVDO, why bother with UMTS, particularly if 1XEVDV becomes available? Why scale from 2.4 Mbps to 350Kbps in two to three years? Kent

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