The New Qualcomm - a S&P500 company Message Board

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

QCOM 170.65

+1.5%

3:59 PM EST

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To: limtex who wrote (5668)	1/25/2000 8:29:00 PM
From: Randall Knight	Read Replies (4) of 13582

PLs tell me I heard it wrong and the analysts were impressed. I agree that the analysts seemed to be less than enthusiastic. However, let's look at the broader picture. 1xt will not roll out until the second half of this year. Is that a negative? Think about it for a minute. We are talking about a huge leap forward in wireless data and voice capabilities. There is no other competing technology that can even come close to this time frame, if ever. That means that the pressure building up against fortress Europe will be increasing rapidly. All the FUD about GPRS, and Edge will be exposed. 64k/sec today in Japan. This is another huge increase over competing technology. The Japanese will be climbing over each other to get these phones. Remember that one of the reasons that QCOM has increased in market cap so rapidly is the prospects for CDMA to rule 3G. This conference call emphasized the time line for advanced wireless data roll out. Look at all of the estimates you've seen about how many years it will take to have high speed wireless data. We are now talking about one year for CDMA. One year, or less. Think about the ramifications of that.

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