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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: Eric L who wrote (6142)2/3/2000 8:57:00 AM
From: Valueman  Read Replies (1) of 13582
 
Thanks for that article Eric. There is one line in there that is prescient:

"The first people to do 3G services for cdmaOne will be the likes of Sprint PCS, GTE and IDO.

I hope everyone has gathered up the tidbits of recent info to come to a conclusion about 1XRTT. First were the comments out of the conference call about the MSM5000 chips shipping plus the commercial deployment of a 1XRTT system in Korea in July of this year. Previously, there were releases out of Lucent about 3G basestations. Then, a seemingly overlooked PrimeCo press release stating:

This new equipment paves the way for the launch of new digital features and services enabled through third-generation CDMA* technology.

PrimeCo is owned by BAM and Airtouch. Do you think PrimeCo is forging ahead on its own? Me thinks not. One can expect VodaBAM/GTE to follow suit. Then, not to be outdone, one would expect Sprint PCS to go 1XRTT as quickly as possible to "keep up with the Joneses." Let's not stop there though. Remember that operators will demand a 1XRTT chipset in phones to take advantage of this newly installed infrastructure, and their only supplier is QCOM for the foreseeable future. It's beautiful, isn't it?
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