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

QCOM 182.19

+3.5%

Dec 10 3:59 PM EST

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To: Eric L who wrote (8190)	4/1/2000 11:38:00 PM
From: Valueman	Read Replies (3) of 13582

Those of us that are heavily invested in QCOM are perhaps a bit discouraged by the evolving adoption of WCDMA (UTMS/UTRA) and the interim GPRS/Edge components. CDG and QCOM have long maintained that their technology advantage was so great that they could steamroll the worldwide GSM community. I am heavily invested in QCOM, and I disagree completely with the above statement. CDMA has steamrolled the GSM community. I am pleased that W-CDMA is being adopted. I am pleased that 1X is being deployed throughout the Americas, Asia, Australia. Whatever you want to call it, these various flavors of CDMA will lead to licensing fees and royalties for QCOM. Period. The thought that W-CDMA is some kind of GSM victory is a tribute to the PR firms hired by the involved parties. I find it all quite funny. Those who haven't followed the story are so easily swayed into thinking W-CDMA is some kind of QCOM negative, and a big win for Euroland. Such drivel.

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