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

QCOM 170.65

+1.5%

Dec 2 3:59 PM EST

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To: 100cfm who wrote (22984)	5/25/2002 9:37:49 AM
From: quartersawyer	Read Replies (2) of 196804

100cfm -- "unless 1X proves to be the catalyst for market share gains" ...You have to figure that the doubling of capacity is not just for better service in tight areas and not just for additional services. Increased capacity allows for more users of better service at lower cost than the competition. Lots of RadioOne chipsets in that. "As an investor all I care about does 1X allow and facilitate the stealing of customers from all the so called idiot carriers who are not going 1X... The Orange GPRS giveaway in France is unsustainable in Europe and would be suicidal here. qualcomm.com (slide 52)If data is in demand, there's nothing to worry about. IJ and many other smart guys say it's all about data now. VZ seems to be shooting itself in the head with 1X... You mean they're locked into the $99 program forever? Seems like a high level trial to me.

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