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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.08

+1.8%

12:59 PM EST

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To: Caxton Rhodes who wrote (28454)	4/27/1999 2:22:00 PM
From: Ruffian	Read Replies (1) of 152472

Caxton, Your buddy Tero on Yahoo> close enough by: tero_kuittinen 5099 of 5100 Ericsson has some tri-mode models that are compatible with One Rate Plan, but they sales stalled a while back. Motorola is supposed to introduce their first tri-mode phones this summer. Until that happens Mot's models can't be used for the most popular AT&T programs. Until they get some phones finally out Nokia's range is hogging the AT&T spotlight. I think one of the key numbers in Nokia's 1Q announcement was that 40% of Nokia's mobile phone sales that now come from people upgrading from older models. This number keeps going up every year - Nokia is now expecting it to hit 50% next year. The importance of existing base of subscribers is growing all the time. Here's where investors who only look at CDMA's subscriber growth rate get it wrong. The 160 million GSM subs worldwide are upgrading to new phones at an increasing pace. That's why Nokia's phone sales growth is not tied to TDMA or GSM subscriber growth. The internet phone boom starting this year may be a key element in triggering another wave of upgrades. And whereas Sprint still has not made their network data-compatible GSM networks have been handling data for years. The internet phone boom is the strong suit of GSM - this summer's WAP phones from Alcatel, Nokia, etc. are the new wave of smartphones, as small as 61xx models, but handling Yahoo searches and CNN news. Delivering internet at below 150 grams weight and around 300 dollar subsidized retail price is the new standard. That's going to be one of the crucial advantages GSM will have over CDMA in places like Canada, Australia, Hong Kong, China etc. The recent Businessweek article conveniently left out any mention of smartphones selling this summer in GSM-900 markets - even though they are the models that will be hitting multi-million unit volumes by Xmas. Tero

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