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

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: slacker711 who wrote (3938)	12/6/1999 1:19:00 AM
From: cfoe	Read Replies (5) of 13582

Is anyone else a little less confident in HDR... Here is my two cents on this issue, FWIW. The stock price does not include the full possibility of HDR. No one knows what that is. The price likely does include the fact that HDR is real for high-speed mobile data and is an alternative solution for the last mile. This later point was new to the market (although I seem to recall George Gilder had mentioned it many months ago). As for Cisco, it bought into V-OFDM quite a while before QCOM's HDR announcement. Now HDR shows up as competition. I wouldn't expect Cisco to roll over. Also, I keep remembering what Paul Jacobs said recently: Cisco will be a customer, not a competitor. Until proven otherwise, I give this substantial weight. Another point ? I posted a recent news report that WCOM-Sprint is committed to high-speed wireless data. It is no secret that WCOM likes data over voice for future growth. So what will they use? With PCS WCOM-Sprint already have a CDMA network in place; so adding HDR should be a cost effective way of adding high-speed data capability. Plus Sprint PCS is already promoting its wireless data nationally. I like HDR's chances, despite what NT says. As for last mile solution, maybe WCOM-Sprint will choose the wireless cable spectrum both of them bought earlier this year for the last mile. I believe Cisco is promoting a new development in this regard. However, once they have HDR installed for high-speed mobile use, why invest in something extra for the last mile. At least they will likely try HDR out for this. And let's remember that it is early in the game and QCOM has demonstrated that HDR works - in a real life. So, in summary, I still like HDR's chances.

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