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

QCOM 178.29

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Dec 12 9:30 AM EST

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To: Mika Kukkanen who wrote (9143)	3/28/2001 10:32:48 AM
From: Caxton Rhodes	Read Replies (1) of 196952

Mika- It is interesting in the mid 1990s how the GSM guys convinced most carriers not to wait for cdma (big mistake for the carriers) and install GSM systems. Now they are saying the opposite, don't go with cdma2000, we'll have something almost as good in 2-3 years. If carriers wanted the most immediate return before by going GSM, don't under estimate the same thinking to convince carriers to switch to a better technology that is immediately available. The GSM guys are really in a world of hurt. They now know they got suckered into $119B in debt to screw themselves in 3G. They now know they are locked out of the major growth in China and as of yesterday, they could get killed in India too. Korea is now taking the money and running. The US is going to kick their butts in terms of cost. Caxton

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