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

To: w molloy who wrote (3560)	11/24/1999 12:53:00 PM
From: Valueman	Respond to of 13582

QCOM said at the last analyst meeting that obtaining GSM capabilities was on their agenda. Thus, what you say makes great sense.

To: w molloy who wrote (3560)	11/24/1999 1:35:00 PM
From: marginmike	Read Replies (2) \| Respond to of 13582

I think that Qcom's move in with NOK which will happen in next seven days, must be putting the idea of GSM/CDMA chip for Europe. If Q is to continue in the Chip biz and are partnerin up with NOK then why not offer a GSM/CDMA chip? what is comquest's symbol?

To: w molloy who wrote (3560)	11/24/1999 2:32:00 PM
From: Caxton Rhodes	Respond to of 13582

Comquest is in SD right? I've heard rumors that say they're it. Caxton

To: w molloy who wrote (3560)	11/24/1999 2:53:00 PM
From: Mr. Sunshine	Respond to of 13582

<<QCOM to move into GSM? IBM are shopping COMQUEST (a player in the GSM 'system-on-a-chipmarket). QCOM are going in to kick the tires.>> QCOM has discussed going to GSM in the past as a way to create "dual" (not sure of the proper term) CDMA/GSM ASICS/chips. I believe Dr. J mentioned this at last year's annual shareholder meeting. Dual technology ASICS would, IMO, be a huge plus for QCOM. Phones created with these chips would be able to be used anywhere there is a CDMA or a GSM system, and would further the Q's status as the leading wireless ASICS supplier. I am only now starting to think this through, but perhaps a phone that could access either system would make the transition from GSM to CDMA easier. Wireless companies could install CDMA systems gradually (or at least as rapidly as funds allow) without having to go "Cold Turkey" from one technology to the other. The transition would be transparent to the end user as they would not have to change phones. The implications of this as a strategic move to get CDMA into entrenced GSM areas (Europe or China) are immense. But what do I know? Further comments? Steve