Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 182.19

+3.5%

Dec 10 3:59 PM EST

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To: carranza2 who wrote (121000)	6/26/2002 6:15:07 PM
From: Clarksterh	Read Replies (1) of 152472

Carranza - C'mon, Mq, WCDMA has not been rolled out in any significant way. Of course, the graph will look tremendous to you if you support QCDMA. 3 years ago WCDMA was going to be everywhere by now, CDMA-2000 nowhere. But on the Qualcomm board we predicted that it wasn't technically ready. We predicted that CDMA-2000 would gain a huge early lead. This was far from an obvious prediction. Even if WCDMA hadn't happened it was by no means sure that CDMA-2000 would. KDDI was a surprise, China a little less, and Korea was actually thinking about avoiding CDMA-2000 altogether. So, the question is: do you believe the people who have followed through on most of their promises, or do you believe the people who can't seem to get even their short term predictions correct. For that reason (and the fact that whether CDMA-2000 wins the standards battle is partly a function of the lead they have built up by the time WCDMA becomes viable) is why the numbers are pertinent. All JMO - Clark

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