Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.20

+0.7%

3:49 PM EST

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To: slacker711 who wrote (128846)	5/9/2003 11:19:53 AM
From: kech	Read Replies (1) of 152472

QSI - The problem with this kind of accounting is that these are demo projects with the intent of having impact far wider than the subscribers on their system. KDDI - If QSI had not threatened to bid on spectrum to launch CDMA in Japan, would KDDI still have gone CDMA? Now we have KDDI vs DoCoMo and KDDI is winning which has major impact and shock value as providers thoughout Asia consider their 3G choice. Vesper - At the time, there was no CDMA provider in Brazil. Now there are many. Any connection? Inquam - What is the value of a small investment in Zapp showing EVDO in the heart of Europe? Just Zapp subscribers? No - now Eastern Block countries such as Russia want to use CDMA450 and Huawei of China wants to sell them the equipment. Maybe it will even be used in China. What is the value of this kind of demo? Just 100,000 Zapp subscribers. I don't think so.

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