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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 173.96+1.4%Nov 11 3:59 PM EST
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To: Ramsey Su who wrote (20917)3/30/2002 8:25:05 PM
From: brational  Read Replies (2) of 196609
 
while I agree with most your assessments, the path that I see is fundamentally different from yours

Ramsey

I don't believe we disagree at all. My post was addressing the main drivers in Qcom's business as it is likely to shape up in the next 12 to 18 months-- and the items that are likely to impact its stock price during this period. I do not see the market placing much value in the longer term story for the time being, or at least it is shrewdly evaluating this story on the basis of the unfolding evidence wherever 1X is being deployed.

I fully agree that GPRS has set the entire industry backwards. It is a lousy concept, that has also been poorly executed, and is unfortunately leading to erroneous conclusions about the demand for data services and 3G. Rather than concluding that 1X is better, they are concluding that 3G is useless-- which is why we need strong unequivocal success in KDDI's launch, as well as in the US with Sprint and Verizon.

One announcement that causes me some concern is Voicestream's decision to forgo w-cdma altogether, and stop at the EDGE (what's that?), with intensive 802.11b/a deployments in selected urban locations where demand for data is high (building on its acquisition of Mobilstar). Chances are Voicestream would be consolidated with another carrier before that happens.

Regards
BR
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