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Technology Stocks : JDS Uniphase (JDSU)
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To: Curtis E. Bemis who wrote (11113)7/9/2000 11:43:12 AM
From: CRay33  Read Replies (1) of 24042
 
regarding QCOM- Korea did not 'dump em for Nokia'.

Perhaps you're watching too much CNBC - as their misinformation tends to be the root of statements such as that.

The report was speculation that a large Telecom in Korea might choose WCDMA over CDMA2000. QCOM receives royalties on both.

The reason it's seen as slightly negative is that QCOM's market share for CDMA chipsets will be higher for CDMA2000 than WCDMA (although this remains to be seen since Q is developing WCDMA chips and has the most advanced technology).

Considering that Nokia's chairmen recently admitted they are 18 months behind in CDMA technology, and that they recently signed an agreement in Korea to purchase QCOM chips through Telson - calling it 'dumped for Nokia' is grossly inaccurate.

The FUD hitting Q is huge right now, and it's most probably because China and Korea can gain negotiating leverage by stating preferences towards WCDMA.

In addition, the longer the Euro's (Nokia & Eric.) can delay future rollout's - the more time they have to close the huge gap QCOM has in CDMA technology. The problem they have is that WCDMA is still an unproven technology - unlike CDMA2000.

Note that JDSU was my largest holding prior to last week, when I couldn't pass up purchasing more QCOM below 58 - both are great long term investments right now.

Now, if we could only get GBLX jumpstarted...
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