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

QCOM 165.13

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Nov 26 3:59 PM EST

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To: phatbstrd who wrote (6716)	2/21/2000 9:27:00 PM
From: recycled_electron	Read Replies (1) of 13582

Thanks for the transcript! Made great reading; Noticed couple of things, though: -3100 chip ready in April with a ramping thru the summer<br> -Snaptrack to get into 3100 ASAP This should probably read MSM3300. The 3100 ASIC is already shipping. IJ- "Chipset won't support WAP" Don't think this is a chipset issue. The software that runs on the MSMs supports data services (full RLP/PPP/IP/UDP or TCP stack) and hence WAP over it, if a phone manufacturer chooses to do so. -"Forward, DoCoMo will rollout CDMA" chart w/est of 10M subs by 12-00 Not sure at all of this comment. NTT DoCoMo is strictly entrenched in PDC at the moment, struggling hard to meet self imposed W-CDMA rollout plans for (like) mid-2001. Have not heard of cdmaOne or cdma2000 adoption plans by DoCoMo. Does anybody have comments? Regards, SRoy

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