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Technology Stocks : Samsung and Wireless

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To: Eric L who wrote (121)4/14/2003 8:54:35 PM
From: waitwatchwander  Read Replies (2) of 374
 
Well, I guess I missed that older release. With my comments, I was referring to the slew of recent press on this matter which as far as I can see all leads back to the "original" chip report of a couple of weeks ago. Nothing else has come out and I await to see the goods.

WRT, your Sept 2002 posting, there is nothing new there. Like all previous Korean chip PR, it's directed at driving down Korean royalties rates. Given failure to deliver on such journalistic promises in the past, what make you more confident this time around?

Your "official" is a customer with a yet to be built system and was referring to w-cdma not 2000 1x. Your "DBDM" comment is nothing more then speculation in support of your cause.

>>>>> They are considerably more advanced than the peanut factory in San Diego, both R&D wise, and marketing wise. Always remember that they are the single company most responsible for commercializing IS-95A, IB-95B, and IS-95C.

If you really believe the above why do you own Qualcomm? Your words and actions don't jive. And, BTW, didn't Qualcomm engineers help them with the commercialization efforts?

I don't like to speculate about things. You do! I like to see the goods and as yet both Samsung and Nokia have failed to deliver anything competitive with Qualcomm's line of chips. You (and journalists) can speculate all you want but such activity does nothing to create a different reality. That takes delivery of as good or better mouse traps.

I'm content to wait. If the other emperors have clothes, I might even adapt. Who knows? Apparently, it's not you. Your seem to be more of a "buy the rumour, sell the news" kind of guy.

In all conscience,

Trevor
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