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

To: JGoren who wrote (40577)9/13/1999 12:22:00 PM
From: kech  Read Replies (1) | Respond to of 152472
 
JGoren- I think now that the problem is the new GSM chip by ADI that you mentioned. Could this new chip postpone the deployment of 3G because of its high data rates, and certainly keep Europe from converting to CDMA overlay. Anybody else agree or disagree? A friend told me this news story was in this morning's NYT. "Chipset is introduced that might cut cell-phone cost", C-7. The only good news is that this technology will also be available for CDMA eventually.

Oops - Just had my theory rejected on the other thread.
Message 11232998
Tom



To: JGoren who wrote (40577)9/13/1999 1:08:00 PM
From: Tulvio Durand  Read Replies (1) | Respond to of 152472
 
JG, ADI's GMS chipset can't be causing QCOM drop, as ADI is is only fractionally up today. One would expect ADI to be up substantially if it where the QCOM killer. Primary cause of QCOM hit must lie elsewhere.

Tulvio


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