Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: JGoren who wrote (48999)	11/10/1999 10:51:00 PM
From: Boplicity	Read Replies (2) of 152472

JG, re: ITU and 3G, Most of them don't care. I read it, it's still a tower of babble. I was hoping for a single standard at the beginning of the year based on CDMA, it's not going to happen. One thing we can take from the ITU and HDR demos, is that year 2000 is a transition year, were broadband wireless picture will become clearer and a base is laid for the next gen wireless offerings. One has to ask themselves the following question. What will move QCOM higher next year, if we have to wait 12 months or more before these new income generating ideas come to market? The current crop of broad wireless network companies that are providing LMDS are seeing the market develop slowly. What will be different with HDR? xDSL is exploding with 80 millions able use xDSl. Will HDR be too late? Is the current stock price looking at out too far, expecting too much? Also, Wireless knowledge is still screwing around doing demos. Where is the meat? How and when are they going to contribute and generate income from whatever it is they are doing? greg

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