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

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To: Maurice Winn who wrote (9071)	4/24/2000 1:11:00 AM
From: Clarksterh	Read Replies (2) of 13582

Maurice - Vodafone will want to install some equipment in the UK next year. What will they install? Maybe there is some DS-CDMA basics which will be available. It seems odd to me. It won't be the weird NTT version. Just FYI: Everything I've seen implies that Japan is significantly ahead of Europe in the DS game. (e.g. trials, ASICs, ...) This could be just a function of press releases, but the one unbiased look was at the proposed specs from 1-1/2 years ago. The Japanese spec appeared substantially ahead of the European version. I suspect that if nothing else causes friction, this will. The European vendors have, in the past, shown no desire to tolerate anyone with a lead and are willing to play all sorts of PR or technical forum political games to nullify the lead or slow down the leader. Just something else to think about. Clark

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