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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 166.89+1.1%10:35 AM EST

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To: Boplicity who wrote (10349)5/18/2000 3:43:00 PM
From: cfoe  Read Replies (2) of 13582
 
Per the head of Lucent's Wireless division the W-CDMA specs for voice are set. The problem is the specs for data are not.

So let's try this scenario - QCOM says (honestly) it cannot complete a W-CMA chip until specs are complete because any chip has to handle voice and data (the latter being the bigger business in a short matter of time).

Others hoping to get whatever foothold they can in the market place (Intel most recently comes to mind) talk about the new chips they will have, yada, yada, yada.

Voice only won't fly for very long. So until data standards are set (and the whole thing works in the way it has been promised to work) there won't be ANY real W-CDMA chips.

Again, this is only a scenario. I do not know the truth either. What I do know is that to my knowledge QCOM's management has not made any false or misleading statements, at least not since I have been a stockholder.

And we all need to remember, with the huge $$$$ at stake, the FUD will keep on coming.
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