Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 154.12

-3.3%

Jan 20 3:59 PM EST

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To: J Langholtz who wrote (106978)	10/15/2001 10:48:08 AM
From: Art Bechhoefer	Read Replies (1) of 152472

JWL--I've changed my negative attitude on QCOM somewhat, based on two key factors: First, the events of Sept. 11 have taught people that wireless phones with position location capabilities can be lifesavers. QUALCOMM is the only company with a practical, workable, and inexpensive design to meet this demand. Second, the build-up of CDMA facilities in China, spurred by the need for really modern communications facilities in time for the 2008 Olympics, is going much better than seemed to be the case in early summer. QCOM negotiated agreements with the Chinese that they couldn't afford to refuse. At the same time, the key strategy being implemented by some of the large worldwide service providers (the ones committed to GSM) was to avoid the capital expenditure needed for upgrading to WCDMA or other flavor of 3G. That is still the case, but now it is becoming clear from the implementation of 3G in Korea that in areas where there may be competition between GSM/TDMA and CDMA, CDMA will win out, particularly where CDMA can offer features such as position location. Art

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