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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.62

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3:59 PM EST

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To: bananawind who wrote (31655)	6/3/1999 5:00:00 PM
From: gdichaz	Read Replies (2) of 152472

To Jim: My shorthand gets me into trouble every time. :-) Re CDMAOne and 2nd gen data upgrades, and then CDMA2000, being the only game in town (the country in fact) all I was doing was trying to suggest that GSM ain't there, it has zero presence, nada. So the traditional battle is moot. Sure PHS is a "digital" system, but sinking fast, no? A noncompetitor in the future for build out purposes. And what in your judgement is the future build out expectation for analog? I was focused on looking ahead when I made my comment that CDMA has Japan to itself until NTT DoCoMo launches its 3rd gen WCDMA a year or two from now. Still think that Japan, Brazil, Mexico, Australia et al are well worth watching while the wheels grind slowly re China. Best. Chaz

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