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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 9:30 AM EST
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To: lkj who wrote (23322)2/24/1999 8:24:00 PM
From: Perry LaForge  Read Replies (2) of 152472
 
To all:

I would not worry too much about the recent WSJ article. Remember Steven Tiche's "Blind Faith" piece? Steve is now doing something else. You can't get it that wrong. What we will have to do is, as we have always done, show that Wayne is wrong. We do that with facts. Hopefully we will soon be able to show that the article doesnt match reality. I'm with Irwin, things are looking up in China, so it is disturbing to see something like this come out of left field. We are looking forward to showing Wayne was ill informed.

With regard to lkj's comments.....

If you had ever looked at the cost per subscriber numbers for GSM and cdmaOne you would understand that CDMA is a clear winner. If you had ever looked at the capital required to convert from GSM to WCDMA you would understand that cdmaOne makes even more sense as starting point for growth. Bob Egan from Gartner shows the CAPX cost for GSM operators going through the roof as they convert to WCDMA. How then would holding off on cdmaOne be a "wise decision?" You have taken the WCDMA bait just as planned by those who designed the "wait for WCDMA strategy." Its illogical if you go beyond the surface, market hype. I am hopeful that the Chinese will not fall for the same.
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