Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.05

+1.7%

1:18 PM EST

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To: jack bittner who wrote (65239)	1/30/2000 4:23:00 PM
From: q_long	Read Replies (1) of 152472

China and GSM & other CDMA expansion China has historically used GSM. Realizing the inherent advantages of CDMA, 3-9X capacity of GSM, improved data rates, robust voice quality etc has made Bijing telecom and other operators choose CDMA. The emphasis is on capacity in China where operators cannot keep up with demand of their poplulation. China endorsed IS95 CDMA for Beijing telecom which is operational today. Other spectrum is available and additional CDMA networks are in the works, not accounted for in future QCOM earnings forcast. Saturation for China mobile phone users remains low with capacity constraints. Earnings on additional networks in China serving this huge population are gravy for a already conservative earnings forecast. Politics have held back CDMA in China, but the recent WTO agreement for China as a most favored nation has opened a world of opportunity for QUALCOMM. Other announcements should be coming soon in Asia. On January 7 Japan launched a nationwide CDMA network developed by DDI Corp and Ido corp. Additionally, Pele-phone a CDMA operator is Israel is expanding it's CDMA network to service over 1 million customers. Regards

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