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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 156.34

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3:59 PM EST

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To: Jim Lurgio who wrote (13374)	8/5/1998 2:43:00 PM
From: Gregg Powers	Read Replies (2) of 152472

Jim.. Let me not address the percentage, but rather the absolute dollars. $3.5bb is not a lot of money considering the size of the Asian market. To put it in perspective, the two Mexican carriers that announced border to border CDMA deployments will be spending almost $1.5bb in aggregate. There has been a lot of GSM going into China, particularly with that market being Ericsson's largest...so, from 20,000 feet, I cannot quarrel with the statistics. But to use a baseball analogy, just how meaningful is a 2 to nothing lead at the bottom of the first inning? Finally, there is some good news for CDMA in the Asian crisis. GSM does have an incumbency position in China and Hong Kong etc. due to its significant head-start. However, if deployments slow in the region, the incumbent (GSM) is obviously hurt worse than the new entrant and delayed deployment provides the CDMA community more time to market its solutions. Best Regards, Gregg

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