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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST

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To: voop who wrote (6810)2/2/2001 6:38:23 AM
From: 100cfm  Read Replies (1) of 197157
 
It's like having a China build-out that will happen. LOL!

Given the fear and loathing beginning to set in in UMTS land I feel the situation there is screaming for Q to come out with a GSM/1X chip. A GSM/1X chip does away with the roaming issue, kills GPRS/EDGE, allows carriers to start building out immediately, handsets are available that work, allows them to get to 3G via GSM/1XEV, and would save the carriers billions of dollars.

During the CC management said they are working on a GSM CORE in house and are also looking to aquire GSM IP.
To me this is why they traded the crown jewels with TI, to me a GSM/1X chip would be far more important than WCDMA and could be why IJ said that 1X will out sell WCDMA for several years.
It would also mark the beginning of a GSM/CDMA era instead of the GSM VS CDMA era we are in now.
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