Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: John Biddle who wrote (23973)	3/10/1999 8:42:00 AM
From: Clarksterh	Read Replies (2) of 152472

John - Surely they don't have any interest in selling GSM phones, and they can't even make money in CDMA infrastructure where they know the subtleties better than others; how could they possibly compete head to head with the big boys of GSM infrastructure? In the shareholder meeting Dr. J said that although he did not forsee Qualcomm ever making purely GSM phones, he could see the utility of making 'world phones' (i.e. multimode phones). But in the end I agree that Ericsson probably has significantly more need for Qualcomm assets than vise versa. Hopefully Qualcomm doesn't cave under the pressure and settle for dual chip rates or something else that will render cheap upgrades from CDMAOne to wideband-3g-CDMA impossible. Clark

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