Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: JGoren who wrote (24916)	3/25/1999 6:50:00 AM
From: Maurice Winn	Read Replies (2) of 152472

The infrastructure loss is trivial. The future sales of CDMA is what matters. These sales will be enormous. Handsets this quarter will swamp the infrastructure losses. They are a minor piece of history now, like the 1987 crash, which will be very, very hard to find on a 20 year graph. The interviewer was right to focus on the 'world phone' aspect. That is what this is all about. Vodafone/AirTouch will be wanting a 'world phone' not Balkanized standards. Look at the mess in 'Yugoslavia'. We don't want that. Mqurice

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