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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.29

-2.2%

Dec 17 3:59 PM EST

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To: S100 who wrote (99291)	5/16/2001 10:39:33 PM
From: Lipko	Read Replies (1) of 152472

For any who really care - are the Euros and DoCoMo planning to build on top of WCDMA for 4G or are they planning to rip out 3G and start all over? Who is going to pay for it? Will Nokia even be in the game at that time? By the way, did the rest of the world even realize that in the space of only five or six months, the first stage Unicom CDMA buildout has gone from about 10M to 15.2M and that the equipment vendors said yesterday the 15.2 would be ready by early 2002. They are raring to go - all they need are the contracts and in a matter of months (read - not years), CDMA will be up and ready. I'm beginning to get the impression that Unicom will reach 50M a lot sooner than is publicly stated. Vendor agitation for WCDMA migration towards CDMA ought to start by Autumn as they realize how rapidly the latter systems can be built. I certainly am feeling much better, thank you. John

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