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Non-Tech : The Critical Investing Workshop

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To: LBstocks who wrote (12396)4/12/2000 12:12:00 PM
From: ggamer  Read Replies (1) of 35685
 
The nuclear war is on and the dust has reached the porch!

Any survivors?

Doom and gloom ha.

Oh well I hope some good news is around the corner and so we can get back some needed oxygen . . .

GGamer

PS Qcom, Toll Gate To the Wireless World

To: Ramsey Su who started this subject
From: Ruffian
Wednesday, Apr 12, 2000 9:23 AM ET
Respond to Post # 8566 of 8571

pcschick
4/12/00 8:50 am

In an unrelated development, analyst Mark Roberts of First Union Securities issued a report on Tuesday confirming that
the European market may be opening up to Qualcomm, allowing carriers to adopt any of the 3G (third-generation)
standards available. Europe has previously demonstrated a bent toward the W-CDMA technology (wideband
code-division multiplexing).

While Qualcomm would have garnered royalties from the widespread adoption of W- CDMA technologies, it stands to
derive additional revenue should European manufacturers employ chipsets actually made by the company. ?We believe
that at the end of the day, manufacturers can?t do any CDMA for cellular/PCS, including W-CDMA, without a license
from Qualcomm,? averred Roberts in a Tuesday morning report. ?There is the very real likelihood, therefore, that
Qualcomm will be collecting a net royalty on every 3G phone made anywhere in the world; which, sometime around
2005, could mean all phones.?
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