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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 174.77

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Dec 24 9:30 AM EST

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To: Jim Mullens who wrote (38993)	1/28/2004 1:26:46 PM
From: slacker711	Read Replies (2) of 197027

I also doubt that GSM1x will ever be a “huge” seller, but given Unicom’s apparent need, the above advantages, and the huge GSM sub base ( soon to be 1Billion subs) GSM1x could enjoy respectable sales. Just 5% of the GSM replacement market would yield 15+ Million units/ year. I can understand Unicom utilizing GSM/1xrtt handsets, and there is also an incentive for Vodafone/Verizon. However, for the rest of the worlds GSM operators, it is much cheaper to just sell a triband GSM handset. So 5% of the overall GSM replacement market is very aggressive. Perhaps 5% of Vodafone's base would have some use for this, but a T-Mobile or Telefonica subscriber would be as well served with a multiband GSM handset. I really dont see GSM/1x chipset sales as being much more than a small drop in Qualcomm's large bucket of sales. Slacker

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