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

QCOM 174.77

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Dec 24 9:30 AM EST

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To: Mark Fleming who wrote (23965)	6/20/2002 12:10:21 PM
From: Ramsey Su	Read Replies (5) of 197027

before anyone gets too bent out of shape, I opine that the probability of this being true is not high, especially the way briefing reported it. Why? Unicom had totally abandoned the gsm - gprs migration path while 1x is already in place for 7 major cities. It would be rather difficult, not to mention costly, for them to reverse course. However, let us assume it is true, then the exact reverse of what lehman suggested would be true. It will be wildly bullish for most of the companies named. Why? 1. unicom cdma would not have to worry about stealing customers from unicom gsm. WAR. 2. there are only 3 potential buyers - telecom, netcom and railcom. 3. all 3 above supposedly got huge war chest and are salivating to get into wireless arena. 4. war chest = cap ex = happy vendors.

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