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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 179.02

+3.7%

Nov 5 3:59 PM EST

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To: JohnG who wrote (2398)	8/24/2000 12:11:28 PM
From: carranza2	Read Replies (1) of 196499

Well, you know that the carriers are going to have to justify that expenditure somehow. It will probably be the same old story--keep CDMA and HDR out of Europe at whatever cost. The problem will be that GSM will be kaput outside Europe in a few years so the Euros won't be able to use ease of roaming as an argument. Not that they will effectively be able to so anyway once multi chips are developed. And they are coming out soon. If you think that the geo-political wrangling was rough on CDMAOne, just wait 'til the Asians start cranking out HDR at greater than 2.4 Mbps speeds. At that point, the US as well as Asia will be applying political pressure on the Euros. Brutal. Euros are in a real pickle. Unless, of course, Nokia and Q have made a behind-the-scenes deal for HDR phone-like devices, as suggested by the Motley Fool poster. In either event, things are looking rosy for the Q.

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