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

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To: w molloy who wrote (6825)	2/24/2000 6:58:00 PM
From: gdichaz	Read Replies (2) of 13582

w molloy: Agree with your last sentence re ARMHY. And thanks for addressing my questions in an earlier post. There is a definitional problem with your "outlook" for the next two years. Qualcomm clearly states that 1XRTT is the first iteration of CDMA 2000 - the first 3rd gen. And 1XRTT will be available this year. That would seem to be within two years, no? You must disagree that 1XRTT is 3rd gen. So are you saying that only WCDMA will be 3rd gen, or that both WCDMA (if it ever gets in the commercial market place at all as any different from CDMA 2000), and 3XRTT will be after two years. Is that what you predict? Certainly agree that there is no chance whatsoever that WCDMA will be installed commercially within 2 years. The call on 3XRTT is more open in timing and might be within 2 years. That would leave the Q's 3rd gen as the only player in the game within that time frame. And of course there is HDR, whatever label you call it, which will roll out early next year, well within 2 years. Best. Chaz

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