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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: Clarksterh who wrote (15359)9/22/1998 9:55:00 PM
From: marginmike  Read Replies (1) of 152472
 
Clark I agree with your assesement,but CDMA isnt evaporating overnight. Qualcomm is at a point where think its safe to say itll be arround awhille. I also think GSM is done, and will be obsolete due to the ability of WCDMA overlapp. There are already TDMA/GSM capacity constraints. This wont happen overnight, but it means that the GSM market, at best, will be flat. This when CDMA growth is exploding.
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