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To: w molloy who wrote (56249)12/23/1999 7:50:00 AM
From: Lutz Moeller  Respond to of 152472
 
07:26 ET QUALCOMM (QCOM) 485 7/16: CSFB notes the sale of the handset business to Kyocera is not to a heavy global powerhouse in the industry, but is to a competent mfg who opens the door to further expansion in Asia; expects QCOM to focus more attention to developing 3G technologies and expanding its more profitable CDMA chipset/licensing businesses; reiterates "buy".

from briefing.com

Lutz



To: w molloy who wrote (56249)12/23/1999 8:53:00 AM
From: Randall Knight  Read Replies (2) | Respond to of 152472
 
>> And unless Nokia and Europe does get their act together, they are going to have some major problems joining the 21st century.

Give me a break. They European cellular business is already there.


O.K. I'm done reading your touting how advanced Europe's cell phones are. Today QCOM announced a successful demonstration of an over-the-air call using their CSM5000/MSM5000 1x solution achieving forward and reverse data rates of 156.6k Joining the 21st century means being able to match that. We're not talking about buying pop here. We're talking about a wireless revolution.

As for Nokia building their own CDMA chips, they might be successful at it, but when? By the time they match QCOM's MSM31000 chip, QCOM will be on MSM8000. Nokia will have no choice but to buy QCOM chips.

Nokia has a huge market of GSM phones from which to derive revenues. The problem is, when that market begins to fade, and in MHO it is getting to that point fast, it is going to disappear faster than buggies did when automobiles became affordable.

About Eurobashing. I love Europe. I probably will go to France this summer to look for real estate. But I don't think anyone who has worked in industry sees Europe as the hotbed of innovation and efficiency (let alone Finland, for Pete's sake). Japan revolutionized the American auto industry, and the electronics industry. They are doing the same to wireless.



To: w molloy who wrote (56249)12/23/1999 9:13:00 AM
From: jewishcarpenter  Read Replies (2) | Respond to of 152472
 
but MM, over time, dont you expect Europe to be left behind as data becomes vitally important over the wireless airwaves?

what limitations do you see on wireless modem speeds using GSM?

by the end of y2000, Europe will be as out of favor in the wireless data world as Nazareth was in Biblical Israel

/ Carpenter



To: w molloy who wrote (56249)12/23/1999 9:29:00 AM
From: Cooters  Read Replies (1) | Respond to of 152472
 
<<With GSM you have true pan-European roaming.
Can the same be said in the US? >>

Nonsense. I have a Sprint PCS dual-band phone. I can go anywhere in the US.

Cooters



To: w molloy who wrote (56249)12/23/1999 10:45:00 AM
From: waverider  Read Replies (2) | Respond to of 152472
 
oh molly...

I'm too punch drunk this AM to respond to you with the proper disgust. Look, your statement at its root is false. It is very clear that CDMA is far superior to anything Europe has and is trying to shield with their socialistic protectionism. They are demonstrating the typical short sighted arrogance that took down IBM, Data General and the other big iron outfits. Happens all the time.

Yeah, they might come out at the end of the tunnel...but like AT&T, they are fettered with lipid overexpansion of brain and cardiac tissue.

EAT SURF WAX DUDE!!!!
ah, I'm starting to feel a bit more normal now

Dr. Brainstem