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

QCOM 177.78

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Jan 9 9:30 AM EST

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To: foundation who wrote (3427)	10/6/2000 7:32:50 AM
From: Eric L	Read Replies (1) of 197155

Ben, << LAS-CDMA integrated into 1x EV-DV specifications changes everything >> Well, if not everything, at least some things. Certainly potentially improves cdma2000 possibilities in China, if convergence can be achieved. DV still quite a ways out, it appears. Hopefully DO is close. << No wCDMA in China >> I like your scenario, and you present a good rationale, but I personally doubt the predicted outcome. I think we will see both UMTS/UTRA and cdma2000 in China when new spectrum is licensed. Koreas decisions, will, I think, influence the technology decision of some of the carriers in China, for IMT-2000 spectrum. << The presumed dominance of wCDMA looses certainty, if not credibility, with this new equation >> Time will tell. Certainly is nice to see Qualcomm back over 80. Maybe Mr. Market subscribes your theory. <g> - Eric -

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