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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 180.90+2.1%Oct 31 9:30 AM EST
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To: Ibexx who wrote (13448)7/2/2000 5:29:21 AM
From: CDMQ  Read Replies (1) of 13582
 
Hi Ibexx,
I think by now many of us were expecting that the CMDA dominoes around the world would be falling nicely in place. Although QCOM is building an extensive "value chain", the world is not stampeding in our direction. The Nokia / Telson deal should be huge but the market seems unimpressed. How can it possibly be that countries can opt for a wireless solution that runs them into a technological brick wall and is economically myopic? I guess it's called politics, chicanery or worse! I suspect Swiss accounts too. Apparently, in spite of the weight of our government behind us, we have precious little leverage in foreign countries.
But in the USA? With CDMA exploding? We have AT&T saying "never"? AWE may give AT&T a few degrees of freedom to choose CDMA 2000 but if AT&T does not go our way, and pretty soon since they are capacity constrained, it will be a tremendous psychological blow, worse than the China (CHU) nonsense! If AT&T picks a WCDMA solution on the premise of global roaming, the only excuse, it would demonstrate how deep the animosity and fear of the Q runs. A case can be made that the world de facto standard will be determined by the USA. We need AT&T as much as AT&T needs the Q.
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