Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 146.20

-4.2%

12:13 PM EST

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To: carranza2 who wrote (86230)	11/4/2000 12:28:08 PM
From: 16yearcycle	Read Replies (1) of 152472

"AWE had already decided to go via EDGE, so logically it seems that the market never had a switch to GSM factored into Q's price. If anything, a move to WCDMA should move Q up slightly not down." True, but keep in mind that so far, the market has seen almost all positive WCDMA news as negative for Qcom. At some point we will see a change in this perception but I don't think it has happened yet, so I think an awe announcement on wcdma will be initially damaging to our market value. Doesn't matter...we know that it is great for Q! and the market will figure it out eventually.

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