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

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Ruffian who wrote (12757)	6/21/2000 4:15:00 PM
From: nbfm	Read Replies (1) of 13582

One can try to make lemonada from lemons, but someone please lay out a scenerio how the brazil news is not a BIG negative for Q. I am one of the old, old long Q holders. From my perspective, the remaining 2G buildouts seem to be going GSM. What I can't really understand is this: if CDMA (2G) is so good, so cheap, so advantageous, so easy to upgrade to CDMA2000, and offers backwards compatibility, and is able to get 3G rates sooner then any GSM upgrade; why, why, why, are GSM 2G networks being built from scratch (as opposed to expanding existing networks). (Telling one to wait for 3G revenues and earnings to drive Q reminds me of 1993, waiting for the first systems to be built and deployed. One thing I learned from that period is that deployement is never as fast as its supposed to be.)

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