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

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Dec 24 12:59 PM EST

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To: engineer who wrote (4502)	12/23/1999 1:24:00 PM
From: gdichaz	Read Replies (3) of 13582

engineer: The beauty of this agreement is that KYO and the Q can both ramp up the pressure of CDMA data upgrades moving toward CDMA 2000 in Japan and make NT DoCoMo 's reliance on WCDMA vaporware even more dangerous to NT DoCoMo. See this as making the place where WCDMA was to have been launched first, much less likely of success. The market place may decide in Japan long in advance of the feeble nascent WCDMA attempts in Japan, by leaving DoCoMo in the dust. Would value your opinion. Chaz PS And wasn't Europe looking to Japan for allies on WCDMA? That alliance looks shot to me. So WCDMA is a weaker reed today to lean on than it was two days ago (and it was pretty weak then). A major plus for CDMA 2000.

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