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

QCOM 174.81

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Dec 26 9:30 AM EST

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To: mmoursel who wrote (10631)	5/14/2001 9:47:40 AM
From: jackmore	Read Replies (1) of 197035

Re: <<Verizon Wireless is not the only CDMA operator to suggest a WCDMA rollout; both SK Telecom and KT Freetel in Korea have opted for the WCDMA.>> It would not appear from the presentation slides that they are suggesting wCDMA; only that it is an option. Well, everyone knows wCDMA is an option that is not necessarily foreclosed by going 1X. So why formally commit to anything at this point? Why not keep VOD happy by keeping options open? When a decision is ultimately made, it will depend on available spectrum as well as what technology is ready, not to mention costs. Nobody knows now with certainty what that situation will be at that time. Roaming, which is about the only issue left for the cabal to exploit, may not even be that big of a deal by then. One must hedge all bets. /jack

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