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

QCOM 168.06

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Dec 1 3:59 PM EST

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To: FedWatcher who wrote (3865)	10/20/2000 6:39:37 PM
From: Pierre	Read Replies (2) of 196785

Verizon troubles me for several reasons. As a G* long, I have watched them fumble the marketing of Globalstar to the extent some (I don't share this extreme view) have concluded they are conspiring to bankrupt G. It probably is instructive to remember VOD is not a pure CDMA play. They have not bet the ranch on Q so have no need to be first to market with any particular product. While I suspect a lot of Verizon's problems are related to digesting the recent merger, I wouldn't place much stock in Verizon carrying the CDMA flag with much gusto. Korea, yes. Sprint, yes. VOD can and will go in whichever direction the most dollars lie, and if that is GSM / wCDMA then that's where they'll go. As to what they'll do here in US, they'll be last to market with 2.5 and 3G solutions unless pushed by the likes of Sprint. All JMHO, but I've learned to take a skeptical stance with any entity that has mixed motives. When's the last time we were able to stand up and cheer for the great job Ericsson has done in pushing a CDMA solution, for example. Pierre

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