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

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: limtex who wrote (5835)	12/31/2000 2:36:50 PM
From: Eric L	Read Replies (2) of 196558

<< With all the scepticism in Wall St today. No serious analyst gave any credence to Cingular or AWE changing to CDMA >> Luke, Cenna, Roberts? Particularly (and most recently) Tim Luke. << An article describing what everyone in the business arleady knows isn't going to affect Q. >> Are you referring to Seybold's article on spectrum, that I posted, that you are responding on? ... or the C in TDMA article Scott posted here? If you are referring to the latter, I happen to agree. << To believe that Q isn't going to receive its full royalties from every w-cdma deployment and handset you first have to believe the following >> You are preaching to the choir. << We are also this year going to see full competition between a 1X system and GPRS, EDGE etc in the US. >> This year we are NOT going to see much competition in the US between 1X, GPRS, & EDGE, IMO. We will see it in 2002. With the exception of ALLTEL, we have not yet seen a contract for 1xRTT in the US. What is your estimate of the time frame between contract and general deployment? Perhaps the most important thing we will see is the penetration rate and impact (or lack of) of wireless data in the good old USA. - Eric -

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