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

QCOM 181.30

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Dec 11 3:59 PM EST

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To: Ramsey Su who started this subject	11/10/2000 11:09:12 AM
From: Caxton Rhodes	Read Replies (2) of 196920

Ramsey's "shy guy" pal asked me to point out the importance of Sprint's Snaptrack selection as its technology of choice to comply with federally mandated E911 as well as other position location applications. By insisting that its handset purchases have Snaptrack in the future, Sprint is MANDATING the use of Qualcomm chipsets in its phones. NOK and MOT will NOT be selling any non-Q-inside handsets to Sprint starting with the MSM3300 line of chipsets and continuing on to 1X and 1X-EV versions. Spinco's 1Q01 roadshow will be very interesting. PS. As Lehman is one of the underwriters for Spinco, one might think his insight into the cdma marketplace, which has always been among the best, is just getting better and better. Perhaps he even talks to TDMA carriers about their plans for CDMA overlays ala 1X. Nuff said.

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