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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.13

+1.1%

Nov 26 3:59 PM EST

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To: Gregg Powers who wrote (9025)	3/4/1998 4:15:00 PM
From: Maurice Winn	Read Replies (2) of 152472

Gregg, excellent commentaries - I'm sure it isn't just my bias. Thank you! One of my big questions is the one Tom Brush originally put. When? He had some equations for market growth based on early growth. I think demand for cdmaOne handsets is going to be like a semiconductor effect - an avalanche when the voltage is right. Another rotten analogy: a nuclear explosion - critical mass being reached at some stage. When do you think cdmaOne handset sales, total, worldwide, will exceed GSM/TDMA combined sales total, worldwide? And what will the total sales of digital handsets be in that month? My carefully calculated linear regression analysis of mean uptake variables in deterministic pluralism is that cdmaOne handset sales worldwide will exceed GSM/TDMA combined handset sales worldwide [including satellite systems] in May 2000. Total cdmaOne handset sales will be 7 761 799 in that month. Excluding Wireless Local Loop. USA, China, Japan, Korea, being the big ones. Europe, South America etc growing quickly. Maurice.

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