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

QCOM 163.32

+2.3%

Nov 21 3:59 PM EST

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To: Eric L who wrote (11081)	5/29/2001 8:36:18 PM
From: cfoe	Read Replies (2) of 196720

Where are they gonna dump this text oriented VALUE chip? Both PCS and VZ have said that they are going with 1X-144kbps in the first stage. This seems to be the MSM5105. Only PCS has committed to a second stage of 307kbps. This seems to be the MSM5100. Obviously part of the problem with the Korean SPs is that they felt there was not enough difference between 95B at 64kbps and the MSM5105's speed. You seem to be saying two things here. First, QCOM slipped in its delivery of the faster (MSM5100) chip and second, that they mislead their Korean customers. I cannot confirm the first, but am willing to take your word for it, until I hear evidence otherwise. On the second point, I agree that misleading your customers, if true, is a serious mistake. On the other hand, it could be the Koreans only fairly recently woke up to the fact that they had a marketing problem and needed the faster chip to sell a more differentiated high-speed service.

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