Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.96

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Nov 11 3:59 PM EST

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To: Clarksterh who wrote (25420)	3/29/1999 12:03:00 PM
From: bananawind	Read Replies (2) of 152472

Clark, you said They cannot push CDMAOne now. By their own admission they aren't going to have phones until next year and it is a virtual certainty that their first model will have big problems. They are undoubtedly aware of this. The same is true of infrastructure. Have to disagree here. They won't have cdmaOne phones until next year because they did not buy (nor do they currently have) a cdma handset manufacturing operation. But they did buy an excellent infrastructure business with real products, as well as real sales, engineering, and manufacturing staff. Why can they not be selling cdmaOne infrastructure to the Chinese, say, on day one after the deal closes? Also, Irwin was quite firm in stating that he expects Ericsson to greatly expand cdma's reach and to pursue the business aggressively. He has been a straight shooter from day one, so why not take him at his word? I know the battle cdma supporters endured has been tortuous and Ericy's behavior often odious at best, but your search for a negative in this deal seems a bit overdone. The war is over. We won. Best regards, Jim

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