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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (54418)10/10/2003 7:15:21 PM
From: Jim Mullens   of 54805
 
uf, Re: Naming some of the (QCOM) catalysts that have actually occurred-

1. Nokia announces they will use Qualcomm chipsets

2. AT&T (or other) U.S. carrier switches to CDMA

3. VOD (or other European carrier) switched to CDMA

4. Asian GSM carrier switches to CDMA

5. VOD trials GSM1x

6. Nextel to use CDMA2000 - partially, as Nextel/MOT/Qualcomm have signed an agreement with respect to Qualcomm’s push to talk technology (Qchat). In order for Nextel to utilize Qchat, it must first convert its network to CDMA. Nextel has not officially committed to upgrading its network yet, perhaps when CAPEX concerns are not as prominent it will officially begin the upgrade.

7. PCS or VZN to use 1x EV-DO- Verizon officially launched its commercial EV-DO service in D.C. and San Diego this month.

8. Supreme Court rules for Nextwave- This happened earlier this year. Nextwave has just completed the sale of some of its spectrum to Cingular for $1.4B in order to acquire funds to start the build out.

9. PCS or VZN 1X network gain grossovers from GSM carriers - could be happening with VZN, difficult to tell as yet

10. KDDI 1x Network gains crossovers- KDDI’s sub numbers have been impressive in the last several months.

11. China Unicom selling only MSM6300 chipset phones for their GSM network

12. VOD selling only MSM6300 chipset phones for their networks

13. Dell, HP- Compaq, etc use CDMA2000 exclusively in their laptops

14. China land line carriers choose CDMA2000 for 3G.
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