Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: T L Comiskey who wrote (32470)	6/16/1999 9:19:00 PM
From: Clarksterh	Read Replies (2) of 152472

Tim - is this (new) chip...the CDMAx a threat to the Q...? Potentially, yes, in W-CDMA. It is probably no coincidence that they are attacking the W-CDMA market, but explicitly not attacking the CDMA-2000 market. The latter is Qualcomm's turf and it will probably be pretty hard to displace Qualcomm. However, W-CDMA is relatively open and so some startup should have a better chance of carving out some territory. All JMO. Clark PS Note that of course that I wouldn't worry too much about this particular player until they actually produce some working silicon.

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