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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.07-1.0%3:59 PM EST

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To: Harvey Rosenkrantz who wrote (11155)6/5/1998 2:07:00 AM
From: Maurice Winn  Read Replies (1) of 152472
 
Harvey, reading to the end of Piekarski's statement was hard going! Of course I had to persevere as this involves all my money. As already said, Major was clear and what he said had direction. Piekarski's was a reasonable description, but didn't really say much except how good Ericsson is and everyone will be happy. One big worldwide happy family.

cdmaOne growth rate is not 35% in subscribers. It went from 0 in 1995 [well, 10,000 in Hong Kong], to about 2 million at a squeeze in 1996 - give or take a few hundred thousand, to about 7.34159 million in 1997 as predicted precisely by moi in early 1997 and heading for about 15 - 20 million in 1998. Those growth rates are 1995 = infinite, 1996 = nearly infinite, 1997 = about 300%, not the claimed 35%, 1998 assuming the low figure of 15 million = 100%. Maybe he compared sales for May 98 with May 97, which would be a reasonable idea and I bet they were about 100%.

TDMA growth rate exceeding cdmaOne as claimed is unbelievable. GSM growth rate might be right and I'm sure he didn't understate it.

cdma2000 = great name! Better than W-CDMANA, or W-CDMA-VW or even WcdmaOne. Simply cdma2000. Excellent. And fits with the new organisation name which will approve the standard. Anyway, what does W-CDMANA stand for? The NA on the end? Anyone know.

It seems to me that Qualcomm is on a winning streak with this standards business. The USA will support a valid home grown technology against the statis thugs of Europe provided it makes technological sense. Ericsson won't steal the IPR. Imagine having all local assets seized and markets cut off in Japan, probably China, definitely NAFTA! Probably NZ too - being a USA poodle. Incidentally, we are just now bringing our troops home from the Persian Gulf since the USA doesn't seem intent on worrying about Saddam.

Mqurice

PS: Hey, SurferM, tell them to knock off the off-topics and capslocks and too much rot! Go private etc. [Getting old and irascible!] Of course our own off topics are okay.

Thanks for the urls for the two presentations!
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