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

To: jack bittner who wrote (65239)	1/30/2000 1:23:00 AM
From: marginmike	Read Replies (2) \| Respond to of 152472

You obviosly havnt a clue as to what the Qcom story is about 1)NT building GSM in China has nothing todo with Unicom's CDMA buildout. 2)Qcom is growing 40-50% this year and 100% last year. This aceleration will start anew in 2001 with host of new products. 3)What company is growing 50% YOY for next 5 years with the equal visability Qcom can give?/??? CSCO? How about 45-50% margins? Do some DD then lets talk, I am not saying Q price is ahead of itself, but coming in and saying such ill thought out points should embarass you, By the way GSM is a path to WCDMA so a buildout in GSM is a future CDMA system, Comprende?

To: jack bittner who wrote (65239)	1/30/2000 4:23:00 PM
From: q_long	Read Replies (1) \| Respond to of 152472

China and GSM & other CDMA expansion China has historically used GSM. Realizing the inherent advantages of CDMA, 3-9X capacity of GSM, improved data rates, robust voice quality etc has made Bijing telecom and other operators choose CDMA. The emphasis is on capacity in China where operators cannot keep up with demand of their poplulation. China endorsed IS95 CDMA for Beijing telecom which is operational today. Other spectrum is available and additional CDMA networks are in the works, not accounted for in future QCOM earnings forcast. Saturation for China mobile phone users remains low with capacity constraints. Earnings on additional networks in China serving this huge population are gravy for a already conservative earnings forecast. Politics have held back CDMA in China, but the recent WTO agreement for China as a most favored nation has opened a world of opportunity for QUALCOMM. Other announcements should be coming soon in Asia. On January 7 Japan launched a nationwide CDMA network developed by DDI Corp and Ido corp. Additionally, Pele-phone a CDMA operator is Israel is expanding it's CDMA network to service over 1 million customers. Regards