CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 176.67

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Nov 12 3:59 PM EST

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To: Grainne who wrote (313)	7/26/1996 10:19:00 PM
From: Walter Liu	of 1819

Christine: Yes Motorola probably should have manufacture GSM infrasctrure, like Nortel. It makes sense to make money on both technology. I haven't read the article, but I know David Lasier a little bit. He came from Bellsouth, which will implement GSM. And he is not a true independent consultant, he plan to be (and tried to be) a carrier some day. A carrier is very biased on technology selection. I would not worry about Ericssion or Qualcomm's claim on CDMA capacity gain over AMPS. CDMA may start out with the same number with GSM. But CDMA will have greater potential to increase its capacity gain.

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