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

QCOM 159.42

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Jan 16 9:30 AM EST

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To: Getch who wrote (4032)	10/27/2000 3:14:56 PM
From: foundation	Read Replies (2) of 197253

We (NTT) want to have 150,000 (wCDMA) users by March 2003. ---------- No disputing it - NTT is technology king of wCDMA. They are ahead of Europe in its development. Spunky Keiji didn't have the heart to even discuss access speeds. 64KBS may be a wet dream. How will this help their immediate capacity problems?? It won't. After all their hype , this is pathetic. They're beginning to backtrack a full 7 months before the prom? Is this the first of many steps in talking down expectations? Gilder is beginning to appear prescient in his wCDMA statements. DDI/IDO must love this. And Operators won't stand for it. Yes, I realize this diminishes prospects for wCDMA royalties soon. But prospects are growing that CDMA2000 may sweep the series. Perhaps there will never be royalties from wCDMA?

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