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

QCOM 170.65

+1.5%

Dec 2 3:59 PM EST

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To: Ramsey Su who wrote ()	6/21/2000 10:00:00 PM
From: Kent Rattey	Read Replies (1) of 13582

Wow, the beer is very salty around here. We have DDI, SK Telecom, Verizon, Sprint, Hutchinson and Telstra all moving in a big way towards CDMA2000. One GSM spectrum surrounded by CDMA in Brazil isn't exactly the end of the world. Korea isn't going anywhere, and China is going to take the plunge. India is on deck. VOD is committed to CDMA, one flavor or another... The only true world roaming option is Globalstar, and that's a CDMA network. QCOM will be pumping out 2.4Mbps of throughput with HDR, and the Musketeers will be zipping along at 40Kbps with GPRS. How long do you think the average mobile user is going to have to ponder that decision? Brazil would have been nice, but CDMA has taken hold in the Americas. I'm much more interested in Asia, and I see the tide moving in our favor with the recent moves of Hutchinson and Telstra. Life is getting better, and the stock will recover sooner rather than later. QCOM beat expectations through the big chip slump of 2000, and they will beat expectations through the big Korean subsidy cutback of 2000.

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