Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.18

+1.1%

Dec 18 3:59 PM EST

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To: cfoe who wrote (78515)	8/11/2000 9:00:24 AM
From: Lipko	Read Replies (1) of 152472

Cfoe - how much does it really matter? I read Son's message as saying that at least 1 of the new spectrum owners will use CDMA2000 and we are assuming existing spectrum owners will evolve to CDMA2000 as well, so we have more than half. Cryptic Korean government message leave us with the possibility that they are really pushing for CDMA2000, but willing to make NOMINAL investments (half of $120,000,000 is nominal in the grand scheme of things)to allow the carriers to discover that WCDMA doesn't work as well, thereby further supporting the Korean tech manufacturers who will not have to make HUGE investments to capture WCDMA customers. If Korea and Japan both have considerable CDMA2000 coverage and technologies, can't we expect China to go to CDMA in a substantial way? The fallback (if you can call it that) is that WCDMA works pretty well. Then its up to Q to get its royalties and SpinCo to be the best chip manufacturer in this space as well. IJ has said it many times - Q (and now SpinCo) wins either way, and so do we. I just want to see the revenues start to pile up. Best, John

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