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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.90

-1.3%

3:59 PM EST

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To: H. Bradley Toland, Jr. who wrote (116833)	4/18/2002 11:17:11 AM
From: Cooters	Read Replies (1) of 152472

bt, Oh yes, and about KDDI, as I've said before, it's going to be very interesting to see a real 3G system up against GSM (psyeudo WCDMA). I expect monthly comparisons will eventually force NTT to opt for the better CDMA system, or really loose mkt share. Time will tell, and I think it won't take more than about 12 months to get the picture. It sure would have been a lot more fun to watch this charade from a distance, but the battle of what looks better on paper is about over, and last year's winner doesn't get anything good, just the last pick in the draft and a tougher schedule. In this case, they don't even get to keep the same team. I'm sure the cost of recalling every single globe and map in the world and removing South Korea was well worth it, but the proverbial crapola is hitting the fan in Japan now, and it is being brewed in the bellies of carriers throughout the non-Euro world. Enjoy the ride! Cooters

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