Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 169.27

-4.8%

Jan 12 3:59 PM EST

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To: S100 who wrote (113546)	2/17/2002 2:46:03 PM
From: Caxton Rhodes	Read Replies (1) of 152472

Those old WSJ articles are fun too read, thanks. GSM/TDMA was first to market with digital technology and CDMA is first to market with 3G. We shall see how much of a difference that will make to the growth of QCOM. What is getting more and more interesting is the total lack of competence of the GSM/TDMA upgrade path. Their failure to date to provide anything comparable that "works" could be very good news for QCOM. What makes it even more interesting is that the GSM camp's final goal of WCDMA may not work either unless they change to synchronous. We could see the beginning of the end of Euro dominance in the wireless world. Nokia/GSM could go the way of Motorola/analog. Mot dominated the analog world then lost it. Nokia dominates the GSM world. Analog is still around and GSM will be around for a long time too. But with all upgrades leading to CDMA, just as all upgrades of analog led to digital, it will be interesting how GSM/TDMA do in a world migrating to a CDMA world with their bastardized upgrade paths and their bastardized CDMA technology WCDMA. Although qcoms earnigns growth in the last couple of years has been disappointing, it still appears to me that QCOM is doing everything right and are pretty much on schedule. The GSM camp, has done every they can to stop the advancement of CDMA, from lawsuits which they have lost, to creating and inferior competing technology that still requires royalty payments to qcom, to promising similar performance with GPRS/EDGE, etc. Have they done anything right so far since GSM? Caxton

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