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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Clarksterh who wrote (32266)	6/13/1999 7:51:00 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

Geeez I go away to the beach for two days and have to read 90 posts! Great debate and very informative though. I wish Jon K would stop trying to jawbone the credit market down<ggg> I think the Fed will not raise, they know they cant. However they want to scare the market down. In my Opinion doing so is stupid, and historicly fails. I however think Jon that you are looking at past indications, not future possibility. The fact is Oil is up, Grain futures will head up with increased demand for Y2K freaks. The labour problem, and building supply problem is real. The fed wants to try to slow the economy without raising rates.

To: Clarksterh who wrote (32266)	6/13/1999 8:38:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 152472

Clark: Agreed. And the roll out in Japan, Brazil and on and on of more and more robust data carrying capacity of CDMAOne in its IS 95 B and IS 95 C iterations leading to CDMA2000 in early calendar 2000 will preceed Europe IMO. But the basic and sad point is that Moore is shooting from the hip without any basic understanding of telecom, CDMA or the Q. Very irresponsible and puzzling. The press reports he must have been reading were from Dow Jones presumably - the WSJ and Barrons - and perhaps he also had a conversation with that expert analyst Cabi - well probably not the latter. But in any event, not one of his better days. The problem for the Q again is that here is a respected person with a discouraging misinformation base and zero knowledge of wireless spotting off. Sad. And difficult to counter. At a minimum, this will require time and effort to correct which could be used more productively on almost anything else. What a waste. Chaz

To: Clarksterh who wrote (32266)	6/14/1999 12:30:00 AM
From: quidditch	Read Replies (2) \| Respond to of 152472

Clark, If he means that the DS mode (i.e. W-CDMA) will roll out in Europe before the US, then yes and I even agree that in this mode Qualcomm will probably not be the undisputed leader. Is there not a scenario to be envisioned, with some basis in the "contrived" technology comprised by DS, chip rate issues, and capacity limitations within the band, that, even if what you posit is true, CDMA2000 will prove to have superior data transfer characteristics, both uplink and downlink, that leadership in W-CDMA will prove to be a variant on the king's new suit of clothes, not totally naked but with his drawers down at his knees? Or am I down in my cups? Best to you. Steven