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

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: Eric L who wrote (12213)	6/29/2001 1:32:06 AM
From: Maurice Winn	Read Replies (2) of 197001

<Not to be a spoil sport but, if you look at the sub forecast in latest QCOM slideware just posted, by 2005 end (4 years), CDMA (all flavors) will be 25% of the worldwide sub base, which is a big improvement over todays 12.1%, but quite a ways from 100%> True Eric, but of more interest to QUALCOMM is the sales rate of handsets. CDMA device sales should far exceed GSM sales which by then. GSM spectrum will be largely full and handset sales will be mostly replacements. Still pretty good, but all the new technology, bells and whistles will be in the CDMA world. GSM will be a bit like analogue now = useful, cheap and cheerful, but on borrowed time. Mqurice

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