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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.96+1.4%3:59 PM EST
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To: Eric L who wrote (51240)11/21/1999 8:59:00 AM
From: Randall Knight  Read Replies (3) of 152472
 
"As disappointing as I find it as an individual who is >25% invested in Q, it appears to me that GPRSwill become the dominant worldwide 2G (2.5G) wireless technology, and 3G will not replace 2G any faster than than 2G has replaced analog wireless which means that Q revenue is as highly dependentupon 2G success for the medium to long term as it is for 3G."

GPRS will become the dominant WORLDWIDE 2G standard? GPRS melts down above 9.6k and EDGE is vapor ware. T is in big trouble. So are the European companies who are buying into the NOKIA and ERICY b.s. They are surfing the wireless web at 64k TODAY in Korea. Tell me where in Europe they can do that or even WHEN they'll be able to do that.

Let's add in HDR. The Q and MSFT are involved with the Korean HDR project to prove to the Europeans and perhaps China that CDMA is the here and now technology. It's called creating a de facto standard.

Do you think Europeans are going to sit by and watch the rest of the world doing wireless web surfing at 128k for $30/month? In Europe it costs ten times that to surf the wireline web.

This kind of EuroBull is what will keep the Q in the tornado for at least five more years. First, CDMA will gain total dominance in its current markets: North and South America, Korea, and Japan. Then China will start to swing to CDMA. Then HDR will become the standard for wireless data as it gains ground and new aps are discovered. Finally, Europe and the remaining TDMA, GSM carriers will either wilt or convert.

During all of this, we on the thread will be sipping our Margaritas with knowing smiles on our faces, enjoying the feel of the cool water across our feet as we lounge next to the pool.
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