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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 179.02+3.7%Nov 5 3:59 PM EST

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To: the_rich_janitor who wrote (125220)11/8/2002 2:11:19 AM
From: Maurice Winn  Read Replies (1) of 152472
 
TRJ, I'm not interested enough to tot up a scoreboard and that would be futile anyway. My point is just that Tero, like many other intelligent critics, has valid points of view and information which I like to take into account. GG [Geoff Goodfellow - who disappeared from SI during the floods in Prague] being another. Jay Chen, a wild and crazy doomster from Hong Kong being another. Many others too.

Where is the wideband? Well, QUALCOMM seems to have some W-CDMA ASICs getting warm, so I believe it's moving beyond the VW-40 stage [VapourWear]. There's also Time Domain's super wideband becoming a possibility. It's ironic that the VW-40 which was designed to prolong GSM's reign and cut out QUALCOMM is being brought to life by QUALCOMM. I still don't understand why anyone wants W-CDMA instead of cdma2000 in the GSM1x form, but I suppose there's some reason.

I've asked and asked but there seem to be no technical merits giving W-CDMA an advantage and no economic merits either. I quite honestly can't find any benefit over cdma2000.

Thanks for your commentaries from time to time which I await with interest.

Mqurice
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