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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.03+1.0%3:59 PM EST

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To: DaveMG who wrote (16741)10/19/1998 10:47:00 AM
From: Mika Kukkanen  Read Replies (3) of 152472
 
First, think that the argument should be, "is there is a need for 3G services?" If not, as it seems most operators would say today, then all systems have an upgrade to the so called 2.5G. The TDMA (both) camps have a slight advantage on the time-line/implementation, and certainly on the number of operators (market). Therefore, the suppliers for these systems should be well set-up for the next few years. If this is the case, then question is; "what system do I need today?"

cdmaOne might be the fastest growing, well 1+1 does equal 2...a 100% growth! So what? All future predictions tend to be miles out. It is a case of what "new" 2G operators are going to select and that, without the rhetoric, is still a very open question.
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