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

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To: quartersawyer who wrote (2449)	8/26/2000 10:38:27 PM
From: Eric L	Read Replies (1) of 196546

Bruce, << are you intimating that there's a massive downturn imminent for CDMA relative growth? >> No. It will all be CDMA in 2GHz 3g and the sooner the better. I'm a tad pessimistic about MC CDMA in the IMT-2000 2GHz spectrum at the moment, but I'll take any mode. As for current gen, CDMA relative growth could have been a bit better 1st half of this year, but last quarter, was still the 2nd best quarter we've ever had for actual growth despite withdrawal of Korean subsidies and I'm positive about the next 2 quarters, particularly if we can get some MSM5000 chipsets out the door. - Eric -

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