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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.54

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3:59 PM EST

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To: Art Bechhoefer who wrote (103501)	8/31/2001 9:30:52 PM
From: 100cfm	Read Replies (2) of 152472

I don't disagree with your theory. It's certainly true that the Eu carriers have gotten themselves in a pickle. But I hav not seen any press releases stating that they are delaying the deployment of 3G for any other reason then it doesn't exist for them yet. We continue to read about new contracts and new deployment dates. To date the only thing in dispute is when WCDMA will be ready for prime time not if. Also 3G as you know is well under way in all other parts of the world with 1X. The EU does not rule the wireless world as they like to think and try to make everyone else think so. With the mediocre performance I have seen to date with GPRS when it does work, they will have a tough time convincing people that this is as good as 3G when the rest of the world will be sporting color screens and VOD very soon. Again a very plausible theory and one that requires a sharp watch for any hints of the FUD masters touting GPRS over 3G. 100

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