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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 9:30 AM EST

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To: Jacob Snyder who wrote (95920)3/19/2001 9:03:58 PM
From: gdichaz  Read Replies (1) of 152472
 
Jacob: But the build out of CDMA in China is on a different kind of "borrowed money" - government money.

And in Japan and Korea - and North America, and South America, and Australia, and on and on ... it is in current spectrum - low cost.

Most of the nonsense is as if Europe were the world. It is not.

The borrowing problem is a European problem where there is zero, repeat zero, CDMA now. Downside for the Q, zero, no?

The only impact on Qualcomm from Europe's problems is delay in winning - but win Qualcomm will.

(And in Europe, as elsewhere, 1xEV for data is available even with GSM/GPRS alongside)

Best.

Chaz
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