Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: Mark Fleming who wrote (114086)	2/22/2002 10:12:09 PM
From: Stock Farmer	Read Replies (2) of 152472

There is no one that knows anything about wireless that doesn't admit CDMA is going to have 100% of the 3G market, be it CDMA2000, W-CDMA or any other flavor. If that doesn't translate into good long-term returns, I don't know what will. If that is true, then long term returns will be enhanced if the company doesn't continue to chase opportunistic boondoggles to advance CDMA over GSM. If 100% is guaranteed, why bother? This business of owning wireless spectrum in various and sundry parched parts of the planet is hardly core competency, and it is a distraction. For example. Which distractions together have so far destroyed more wealth than they have created. Perhaps they will net out to positive some day, but why adopt this extra burden? But yet the company (who arguably know more than you or I about these things) is still embarking upon these tangents. Which leads me to believe that while all of these 3G outcomes involve CDMA, that Qualcomm's ability to monetize the outcome depends heavily on the intermediate path, and possibly the end itself. Or in other words, "100% of what?" is at question.

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