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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.690.0%Dec 24 12:59 PM EST

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To: slacker711 who wrote (38986)1/28/2004 10:27:03 AM
From: quartersawyer  Read Replies (1) of 197031
 
VOD/DoCoMo//AWE, either way WCDMA buildout happens sooner than other buyers, and without the "ocean of EDGE, islands of WCDMA" concept. But if Vodafone holds onto Verizon, they get all their global work done with sophisticated chipsets, and Qualcomm would probably be the supplier, maybe by default. And that should be less expensive to VOD by $30 billion. If Vodafone sells Verizon, what's their impetus to use Qualcomm chips globally?
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