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

QCOM 166.05

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Nov 19 3:59 PM EST

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To: Ramsey Su who wrote (30469)	12/27/2002 10:46:37 AM
From: Jim Mullens	Read Replies (1) of 196694

Ramesy, In response to your questions, these are my thoughts- You’ve got to give AT&T credit as they appear to be PR and marketing experts at turning a big negative into a positive. The markets now days are extremely concerned with high levels of debt and capital expenditures. AT&T has managed to turn the overly and continuing bad news regarding the WCDMA technical problems and significant deployment schedule slips into the GOOD NEWS that for the next year of so they won’t be required to spend CapEx on WCDMA and even when they do it’ll only be in Portions of 4 Cities rather than 13 of the top 50 markets. Further, these delays won’t even effect their DoCoMo contract stipulations. It is also very “interesting” that the “analyst” community and the financial media “journalists” (so far) are giving AT&T much slack by letting them skate by parroting their reason for doing such- “uncertain demand (for data services)”. Also, in the various articles, little if any mention was made regarding the competition and their current commercial deployments of 3G CDMA2000 with over 25 million world wide subscribers do date. You’re right in that Verizon and PCS appear to be moving too slowly (for the kill) for us Qualcomm/ CDMA devotees, but as CFOE has mentioned, the uptake (progress) for the Korean carriers after their initial 1X launches appeared agonizingly slow for us at that time. Hopefully, as 2003 progresses the differentiation we’ve been waiting for between 3G CDMA2000 and UTMS will become apparent to most including the those in the brokerage “analyst” and financial media “journalists” communities. Jim

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