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

QCOM 159.97

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2:05 PM EST

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To: Art Bechhoefer who wrote (18116)	1/14/2002 12:32:37 PM
From: JohnG	Read Replies (1) of 197233

Just listened to the NXTL conf call on NXTL/QCOM/MOT agreement. The analyst seem baffeled at why QCOM and MOT would include NXTL in this agreement. To me, it seems clear that QCOM has the oportunity to give many of the companies and countries that adopt CDMA2000 a better value proposition, lower churn and an increase in ARPU. QCOM will thus strengthen its customers who in many cases are competing with strong established competitors. By strengthing its customers finances, QCOM is strengthening itself. Further, it gains an alliance with MOT and NXTL in promoting this new service. A not so small indirect benefit is that this service will be running on BREW -- thus BREW adoption is strengthened. I can see the CDMA operators in Aus/NZ, Japan, China and India adoption this to enhance competative advantage. Further, here is further justification for governments to switch Dauphine in Britain and France from a failed tetra emergency system to a CDMA 450 Direct Connect system that really works. Clearly Euros have nothing even close to rival this product for business and epergency roaming. AWE is a looser in this deal. Sprint, who rejected BREW is left with the daunting task of developing their own version of Direct Connect. But Sprint made that choice themselves and thus have no reason to whine about NEXTEL getting an exclusive deal in the US and at a few other locations. I was facinated to learn that the average direct fonnect call lasta only 20 seconds with apx 3 reversals of who is speaking during that 20 sec. Clearly there are some unusual requirements on the system's latency and rapid packet processing. Direct connect roaming between networks and continents is a facinating concept. If we keep in mind that QCPOM's mission is to extend CDMA throughout the world, this all makes sense to me. For a myoptic amalyst who is focused onyy on next quarter's earnings, this is a little hard to understand.

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