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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 137.34

+0.8%

Feb 6 9:30 AM EST

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To: Joe NYC who wrote (9207)	3/12/1998 9:39:00 PM
From: Maurice Winn	Read Replies (2) of 152472

Joe, yes. I know it looks a tall order, with GSM handsets running at 30 million per year or thereabouts at the moment. cdmaOne running at about 7 million per year right now. But things are happening fast. GSM is still increasing quickly, with many system expansions still being ordered, but cdmaOne is increasing faster. As USA people start biffing their analog phones, of which there must be about 50 million, the sales rate of cdmaOne will take off. Then there will be all the Korean, Japanese [where mobile phones are littered around the street like confetti - they sell them like popcorn at a movie theatre at stands everywhere], Chinese and other systems coming on quickly. Plus cdmaOne overlays of GSM systems in Europe. Mq. [I realize the current sales numbers are a bit wonky, but I can't be bothered getting the precise ones just now - maybe somebody has them]

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