Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

3:59 PM EST

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To: Randall Knight who wrote (70985)	4/20/2000 1:33:00 PM
From: Boplicity	Read Replies (3) of 152472

all true. But isn't the idea behind 3G worldwide standardization? If W-CDMA is going to be the standard, then why be an island, when scale will make W-CDMA cheaper down the road. You can't just think about today and say yes it would be cheaper now to stay with the migration path that we have, but if everyone else is going W-CDMA then we should too... You could talk about all we want but if they go W-CDMA then, like dominos, all others could fall into place... re: Japan going "W-CDMA" is a non-issue. WRONG! It means less rev. and possible greater reduction once the patents expire! Greg---> as the stock drops back to double digits on great earnings, you have to listen to Mr. Market, QCOM is doing a DELL, having to grow into valuation and future valuation is in question.

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