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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 182.19+3.5%3:59 PM EST

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To: gdichaz who wrote (94557)2/24/2001 7:32:12 PM
From: The Verve  Read Replies (1) of 152472
 
Chaz,

That's an exciting idea that really hadn't occurred to me til 'bout a month ago, when GPRS handset realities were being made public by operators and vendors.

I would love to see it. I would love to see the Lucents and Samsungs making statements in the press, and signing up carriers in the field. Why don't we hear about Lucent in Cannes, singing the praises of CDMA2000 and dumping on the other?

It always seems like it's Q against the GSM cabal - I wish there were a very aggressive, very public CDMA2000 infra/handset cabal out there beating the drum of reality, illuminating all with the light of truth.

Perhaps they are, but it sure feels like a stealth campaign from where you and I sit, Chaz.

It'd be nice to see the Q kick up their feet, grab a bucket of popcorn and watch the two camps go to war - to watch the 2 different flavored interests lock horns and battle it out in the marketplace. That's where we should be.

We need an aggressive CDMA2000 cabal to deal with these smoke and mirrors UMTS vendors, if indeed Dr. J. is accurate with his forecast.

Verve

PS Chaz, do you get the feeling FUD is flying from both sides? On one hand, Dr. J says 2004, 2005. On the other, you got NOK saying 100,000 umts basestations going in this year, 300,000 next year, with handsets in Q3 '02.

A conundrum, isn't it?
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