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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 176.67+1.6%Nov 12 3:59 PM EST

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To: engineer who wrote (13242)6/26/2000 9:51:00 AM
From: limtex   of 13582
 
Eng - Dr Jacobs has said in the CCs earlier this year that the Q has a technology lead of about a year over any competing technology. If that is still true then we ought to see 2-G or even 3-G handsets and operating systems being deployed in the US, Japan, Australia and Korea before the end of the year.

If this happens then it seems to me that W-CDMA will be under the severest presure and may well face a credibility crisis. The other way round we still get the above markets but W-CDMA takes over the rest of the World. So what as long as they don't get the US and Japan remains a free market it doens't really matter if the rest of the World choses an inferior system and their populations and their economic growth suffer due to that. In fact it is really competitively good news for the US.

Best regards,

L
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