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

To: Ruffian who wrote (6683)	2/20/2000 11:18:00 AM
From: Keith Feral	Respond to of 13582

Ruffian: Think about the growth opportunity that QCOM has in front of it in the next five years. It's market share will triple from 10% to 30% and the market size will double from 500 million to 1 billion. When people realize that wireless is going to be tied into every data network in the world for mobility and connectivity, there are market opportunities that we are just beginning to contemplate, not calculate. Think about GBLX's plans to use NextWave's CDMA iBridge product as a last mile digital connection to the internet. It is an excellent example of the next generation opportunities that QCOM is in the process of commercializing with it's new Internet Suite. I am anxious to see what QCOM brings out in the CTIA Wireless show in the Big Easy.

To: Ruffian who wrote (6683)	2/20/2000 1:17:00 PM
From: RocketMan	Read Replies (2) \| Respond to of 13582

CDMA still has its critics. Those with networks that use competing technologies question its supposed superiority. "The jury is certainly out on which technology can provide the best service," said Rod Nelson, chief technical officer for AT&T Wireless. Nice to see Rod Nelson, chief technical officer, make such an authoritative and rigorous technical observation. Some maintain that Qualcomm's achievements say more about hype and advocacy than any technological advantage. "They have a legal team that threatens people who come up with conclusions they don't like," said Bruce Lusignan, a Stanford University engineer whose criticisms have provoked scrapes with Qualcomm. I always thought legal "conclusions" has to do with court decisions, not with what someone likes or doesn't like.