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

QCOM 180.21

-1.2%

3:59 PM EST

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To: Art Bechhoefer who wrote (11184)	5/31/2001 9:35:36 AM
From: slacker711	Read Replies (2) of 197112

Analysts are downgrading QUALCOMM along with other telecom equipment companies simply because they do not differentiate between the future costs for CDMA providers, compared with TDMA/GSM. The problem is that the differentiation that CDMA provides for operators has not translated into differences for the consumer. The only operator that is truly taking advantage of the opportunities provided by CDMA is Leap. The national service plans that are offered by the various operators are generally indistinguishable from each other. I am hoping that this changes with the advent of 1x but I would not be surprised if the situation continues. Slacker

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