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

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: Eric L who wrote (5963)	1/6/2001 4:18:15 PM
From: kech	Read Replies (2) of 196772

Eric - Makes sense to me that even though Q said they were "shipping MSM5100's in fact they had to really wait for the MSM5105's for the mass market because these chips had the sims. In your concluding comments you said the following and I am not quite sure why Q was delaying or "playing down to the wire" on not including SIMS. Why didn't they want to do this? "Sometimes you have to give your customer what he is asking for, not what you think is best for them, or you. CDG played this one down to the wire. perhaps in reality they played it beyond the wire. 3G3 IMT-2000 will eventually require that all 3G3 handsets have UIM's or their R-UIM equivalent. The US may be last to adopt. The Asians (Japan, Korea, China) will be first."

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