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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: bananawind who wrote (1222)	9/2/1999 12:33:00 PM
From: cfoe	Respond to of 13582

Excellent point. Thank you for seeing through the haze of the day-to-day and getting to what is really happening that matters.

To: bananawind who wrote (1222)	9/2/1999 1:32:00 PM
From: Ruffian	Respond to of 13582

CDG> COSTA MESA, Calif., Sep 2, 1999 /PRNewswire via COMTEX/ -- The CDMA Development Group (CDG) today announced its support for the Nordic Mobile Telephone (NMT) operators' transition to digital technology. NMT systems today are analog wireless networks and are deployed in more than 40 countries worldwide. NMT operators are meeting in New York, September 6-7, 1999, and will be reviewing their options for deploying digital wireless technology. "The CDG looks forward to working with NMT operators to advance their networks to meet the needs of tomorrow's growing wireless economy," said Perry LaForge, executive director of the CDG. "The CDG is committed to maximizing opportunities for global operators, especially as they transition to digital technology and third-generation services. The CDG applauds the NMT operators' decision to consider the long-term implications of this important choice of digital technologies." CDG member companies also expressed support for the transition to digital technology by NMT operators. "CDMA allows operators to meet 3G requirements in as little as 1.25 MHz and up to 4.5 MHz," said Ted Hoffman, secretary of the CDG and vice president of technology development at Bell Atlantic Mobile. "Given that the technology has completed the first phase of 3G standardization, we are confident that CDMA offers NMT 450 operators the best technical solution for the new millennium." The first phase of cdma2000, also known as Global Third Generation CDMA 1XRTT, was approved for publication by the by the Telecommunications Industry Association (TIA) subcommittee TR45.5 on July 12, 1999, achieving the final milestone in the standardization process for the international 3G standard. "When considering capacity needs, CDMA is a smart choice for carriers that have an opportunity to evaluate and choose a digital wireless technology," said Craig Farrill, past-president of the CDG and chief technology officer of Vodafone AirTouch. "Lucent Technologies is a strong believer in customer choice, and we encourage wireless service providers worldwide to evaluate all available 3G technologies on their merit," said Bill Wiberg, president of Lucent's Wireless Networks Group's cellular and PCS business. "NMT 450 operators face a limited spectrum allocation, yet they are in an enviable position to begin 3G deployment with the first industry established standard technology directly evolved from commercially-proven 2G CDMA networks." "Looking at the capacity and coverage requirements of the NMT operators and the spectrum available, CDMA would be a very good fit for the NMT band," said Anil T. Kripalani, senior vice president of planning and international administration, QUALCOMM.

To: bananawind who wrote (1222)	9/2/1999 5:17:00 PM
From: Maurice Winn	Read Replies (3) \| Respond to of 13582

Q! second biggest trading day ever [$$value]. 15.1m shares at about $165 average price = $2.5bn after yesterday's world beating $4.3bn or whatever it was. Brokers will be all over Q! like a rash. MSFT, IBM and Intel combined were $4.3bn today so they are still managing to stay ahead other than the big day yesterday. Market Caps: Q! $27bn IBM $230bn MSFT $486bn Intel $282bn Total $998bn So Qualcomm has to be a 30 bagger from now to head them off. That should take about 10 years only. Maybe less because The New Paradigm is like a zygote - it grows fast. It's a bit unfair to compare those PC makers with Q! because Q! also has WK, Qq, Globalstar, owns 3G, Cinecomm and stuff but MSFT has half of WK and Intel/IBM supply Q! the ASICs so they get to ride on Q! coat-tails. So those 3 shouldn't whine that it's an unfair race. I know the PC market compared with the 3G market is tiny, but they could have got into that business if they had the wit. Go Q! Go. Jim, looks as though my beginning of year forecast for end of year subscribers is on the money! Here's my handset sales graph again, which is directly related to the revenue graph and why the share price is zooming. The 51,415,923 [actually, I thought it was 53,141,592] for end of 1999, which seemed high to most at the beginning of the year is now starting to look conservative. Cumulative total . = 1 million 1999 figures my estimates to 5 significant figures. This quarter sales are reported by Irwin Jacobs as being very, very good. Nov1995 Start of service in Hong Kong in December. Jun1996 Dec1996. Jun1997... Dec1997....... Jun1998............ Dec1998....................... Jun1999.................................... Dec1999..................................................... Resetting the scale to . = 10m to make the graph manageable. Dec1995 Dec1996 Dec1997 Jun1998. Dec1998.. Jun1999... Dec1999..... Will have to start on 2000 forecasts soon. Jim, you can double Australia. It was two cities that went live, Sydney and Melbourne, not one. Brisbane, Perth, Adelaide and Canberra to start in October. Growth next year should be huge across many markets. Australia will ditch analogue almost overnight. They are actually going to switch it off! That will be a very rapid transition to cdmaOne. I think it's next year it switches over. China will be going too, when Bill and Jiang have a chat at Mount Eden next week. Sort of like the garden of Eden eh! They'll bite the apple. Mqurice PS: JGoren, you are going to have to be caned for thread pollution!! Saying OOopps is simply not good enough. If standards can't be maintained the neighborhood will go to the dogs. Not that I've got anything against dogs. Some of my best friends are dogs.