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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: Maurice Winn who wrote (51244)	11/20/1999 11:16:00 PM
From: Eric L	Read Replies (2) of 152472

Mq, << Sticking with Q! >> Me too of course. << The USA is a real hodge podge, but that is rapidly being resolved in favour of cdmaOne. GSM is making little headway. TDMA is in trouble too. Analogue will be ruined in 2000 in the USA, [the process is already well underway] >> A "hodge podge" it is, but that is NOT BEING rapidly being resolved in favour of cdmaOne (which is doing GREAT). GSM is making lots of headway because of the C block reauction which achieved a national footprint for GSM who already had strong roaming and data initiatives in place, and Hutchinson money flowing in. << TDMA is in trouble too >> This is the real kicker. 12 months ago I would have agreed with you. However, ATT/BT will kick the shit out of any network in the world by 2002 for voice and data services. Can't believe I'm saying that but just watch. Cellnet's data initiatives happen to be the most advanced in the world and as you know CDMA is just learning to spell DATA,. << Analogue will be ruined in 2000 in the USA, [the process is already well underway] >> On that we somewhat agree or are hopeful about. Please substitite 2002. my carrier BAM (first CDMA buildout in US) has only 14% digital penetration(Shameful). 'T' will have a lot to do with the analog to digital conversion as they do their EDGE overhaul. - Eric -

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