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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.94

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3:59 PM EST

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To: 100cfm who wrote (56129)	12/22/1999 8:00:00 PM
From: limtex	Read Replies (3) of 152472

100cfm - Dr Jacobs said someinteresting things on the CC or that part of it that I heard:- 1. "....if China gets going" 2. ".....both kinds of 3G.....are ours, the ????? type and the .....??type" ( or words to that effect)" 3. 'in 2001 wireless carriers will have to be able to respond to the huge demand for high data rates. We hope they will recognize that they will have to have CDMA systems to cope with that demand' ( I paraphrased) 4. KYO is in US, Canada, Mexico, N America, Korea, Japan and Brazil and maunfacturing in China. They have a more global ability in handsets than Q. 5. 'We would like to get into the business of suplying our chips to NOK, which is a fine company, but so far we haven't achieved that' No doubt Dr J knows what he is doing. The CC didn't give you the impression that fundamental earthshattering moves were afoot here. Also there were alternatives up until quite recently by the sound of it. There may be some really fancy strategy here but it didn't sound like it to me and we might be barking up the wrong tree by looking for one. It may be that the whole thing is much more basic i.e. they just wanted a competant good innivative world class handset producer and several of the suitors might have done as well except for the odd advantage or disadvantage. What the big strategy is all about is gettting CDMA into those markets that are friendly to it now and gaining market share in thise markets and leaving Europe to chase its tail with regulatory and industrial trade barriers and delay the real 3G deployment and fall behind those terrotories that welcome it now and aren't protectionist. Those that welcome it will gain the advantage in productivity and services for their populations and Europe will lose if it continues to prtect at the instigation of a few companies who are earning big under that regime but who would lose some royalty were they to adopt the new technology. Best regards, L

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