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

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To: JGoren who wrote (17108)10/25/1998 12:34:00 AM
From: mmeggs  Read Replies (2) of 152472
 
Cabi has a recent research note, put out on the 21st, that argues 3g debate being overwhlemed by numerical advantage of GSM vs. cdmaOne. Does not even MENTION intellectual property, or the growth in CDMA.

Hmmm. GSM has more subscribers, ergo there will be more W-CDMA than cdma2000. Since ERICY sells W-CDMA, you should buy them. Simple enough...

Cites ERICY as a "core holding."

Q is a hold of course, on "profitability issues".

FWIW,

mmeggs
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