Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.03

+1.0%

Nov 24 3:59 PM EST

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To: Maurice Winn who wrote (16281)	10/12/1998 8:49:00 AM
From: Rajala	Read Replies (2) of 152472

Mqurice, >GSM must be starting to suffer from "We'll wait to see >what 3G will be before we choose between cdmaOne and GSM" syndrome >as new systems are considered. Let's not get carried away in our enthusiasm. No matter what there will be a 3G continuation for GSM and it will be the 3G system that will be most widely installed. Convergence to other systems or not. That's because GSM is most widely installed wireless system and will remain so. And every new operator knows this. Q has a credible business case in CDMA1 and its 3G (convergence or not), PE is not bad, and there is a tremendous upside if the infamous IPR case proves to hold. But forget the GSM bashing, that is complete baloney. - rajala

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