The New Qualcomm - a S&P500 company Message Board

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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 174.30

-2.6%

3:37 PM EST

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To: Boplicity who wrote (3791)	11/30/1999 10:37:00 PM
From: gdichaz	Read Replies (1) of 13582

Greg: Since I am not a tech wiz as Clark is, I will not attempt to deal with the technological side of your speculation. Seems to me that if you are saying that you think that the recent rise in the stock is due to expecting HDR to solve all last mile problems in every situation, then the Q's stock price is due for a major decline. You may be right on the psychology. But who other than you had such expectations? Pretty unrealistic no? And of course just the name Cisco raises the fear quotient of anyone who worries about that 800 pound gorilla. Not a wished for competitor by a long shot - no matter for what. HDR is merely a beginning of a process to improve the use of CDMA for the transmission of data where CDMA voice is used now. That is first. Then there are possibilities of uses beyond that. But those are open to see how the demand is in fact, and for what. HDR is a cheap addition to permit current CDMA service providers to add data separate from voice using much of the same equipment already in place. Seems like that modest effort is completely separate and distinct from the Cisco initiative. In the long run the beauty of HDR and then IXRTT and 3XRTT is that the data can be available anywhere - service is ubiquitous (within service areas themselves) - in a car, in a boat, in a building, where ever. Cisco's stuff will supply fixed points in buildings with pizza sized antennas attached.. But CDMA will use the same system whether the handset or handheld is on a beach or in a building. The CDMA system is agnostic where the receiver is physically. (And of course, the receiver may be in a PC [laptop or desktop] or other appliance - who knows?) just another 2 cents. Chaz

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