Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 171.55

+0.4%

3:11 PM EST

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To: Jacob Snyder who wrote (75820)	7/8/2000 9:20:13 AM
From: Claude	Read Replies (1) of 152472

I'm also in the camp that QCOM can make a go of W-CDMA. The problem though is that they no longer sell the equipment and most QCOM licensees are focused on CDMA2000 - except for Ericson. I wish we could fast forward and see where Ericsonn gets its WCDMA chips. Does anyone know if they are trying to develop their own like NOK? For now Q is still fighting the standards battle and cannot give in to WCDMA too soon. I think China is the BIG one - if it goes CDMA2000 then we're laughing - US and China, DDI in Japan, Korea? and S. America. Seems enough. I'd still like Q and its licensees to come out swinging on the WCDMA front whatever happens. The day a Q licensee like Samsung (or Ericsonn if it has to be) gets a fat WCDMA contract in Europe selling equip. using Q chips I will be enjoying a good cigar! I'm also looking for the bottom and will increase my position as much as possible. Good luck to all longs. Claude (rhymes with TOAD)

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