Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 152.21

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3:59 PM EST

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To: Cooters who wrote (77316)	7/20/2000 11:48:53 AM
From: slacker711	Read Replies (2) of 152472

Do you understand how IS95C deployment can be slated for October and 1X chipsets not be shipping in any volume until FY01 2001(Oct-Dec 2000)? It has always surprised me how slow the ramp-up of new chips has been. The MSM3100 was released in February and I think that Qualcomm said that the "crossover" point with the 3000 wouldnt occur until the fourth quarter. I dont think that operators are foresighted enough to start ordering 1xrtt handsets until the infrastructure is in place....so Korea is likely the only place that will be selling 1x handsets until at least the 2Q '01. US shipments probably wont start until next summer. Slacker

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