Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.13

+1.1%

Nov 26 3:59 PM EST

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To: Randall Knight who wrote (48522)	11/8/1999 6:47:00 PM
From: 100cfm	Read Replies (1) of 152472

i also liked the fact that they said that operators would be better off using 2 carriers. one for voice and one for data. so when jeff jacobs said that hdr is good for non cdma operators as well as cdma operators. does it mean that companies such as att can keep their voice infrastructure and just add a seperate carrier for hdr cdma? this would be awesome, since we would get the royalties and t gets to save face somewhat with their tdma fiasco. he also said that royalty rates would be the same for hdr as they are now,but would have higher dollar amounts if hdr devices are more costly, which we know they will be. they also spoke of a 300% penetration, that people will have a multitude of devices, thus the 1billion mark by 2003 is way too conservative. what we have recently seen in the Q is nothing as compared to what will happen when wall st. comes to the final realization of the magnitude of dollars that will be flooding into Q in as little as 18-24 mths. i think voltaires prediction of 400 presplit is in the bag!

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