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To: Rick who wrote (13720)	12/31/1999 9:09:00 PM
From: pompsander	Respond to of 54805

Fred...loved the article. I am sure Q would be delighted if every other chip fab in the world produced CDMA chipsets. 100% penetration of Q technology sounds good to me. Hey, profit is profit...and some is higher margin than others.

To: Rick who wrote (13720)	12/31/1999 9:53:00 PM
From: janet_wij	Respond to of 54805

Fred, After hanging out on this thread for a little over a month, and possessing a mere modicum of techno savvy, I can read that article and sort it into one of the three categories mentioned in the manual at page 287: 1) Confirmations, 2) Exceptions, 3) Irrelevancies. Clearly, this guy doesn't know what he's talking about, and he's being paid for his expert analysis. I know into which bucket I'll toss this. Janet

To: Rick who wrote (13720)	1/1/2000 7:21:00 PM
From: Thomas Tam	Read Replies (1) \| Respond to of 54805

But even if big operators do adopt CDMA, there's no guarantee that only Qualcomm will benefit. "Plenty of people can design (CDMA) chipsets," says Craig Mathias, an analyst with the Farpoint Group. Indeed, big phone makers like Nokia (NOK) and Motorola (MOT), with chip-making operations of their own, may resist dependence on Qualcomm. Just like the computer makers that resisted using Windows from Microsoft or Pentium chips from Intel. The mighty power of the gorilla in all its full glory.