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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: ggamer who wrote (19141)3/1/2000 5:18:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
ggamer,

I'm not going to take the time to give a summary of Q as you requested because that might be tantamount to beating a dead horse. I will, however, respond to specific points that concern you.

On one hand we are getting lots of good news about the future of the CDMA technology.

I've never invested in a stock in which I've seen so much relevant news as Q's news appearing almost on a daily basis.

But we are also getting signals that China might be a tough place to do business

It was only until very, very recently that anyone was seriously building China into the current models. That was at management's advice. We've always known China is an extraordinarily difficult place to do business. Qualcomm will greatly benefit from China but has plenty of other opportunities to profitably leverage elsewhere in the world.

you have not been happy with the latest CDMA user growth,

If I wrote that I was unhappy with the latest CDMA growth, I was wrong to do so. I believe I wrote that the growth did not measure up to my expectations, resulting in a disappointment. Not being happy with the latest CDMA growth -- and remember that we're only talking about one quarter of a life-time of quarters -- would be like saying I wasn't happy with one scoop of the best chocolate ice cream on the planet when I was hoping for two scoops.

and MOT making headlines of a CDMA technology double the speeds of HDR.

As has been posted ad nauseum, let's see it demonstrated to the world in a practical, economically feasible version. And let's see them use their version without using it in conjunction with royalty-bearing Qualcomm technologies. Until then, it's no more than any other potential threat of which there will always be many.

--Mike Buckley
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