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

To: William Hunt who wrote (7280)	3/7/2000 2:46:00 PM
From: limtex	Respond to of 13582

WH- Also I notice that MCI was bidding for one of the British license ---if they do succeed in buying Sprint this might be a way of CDMA breaking into the European market. IMHO not a cat in hells chance. The Common Market will look after its strategic markets. No way is going to end up with ERICY and NOK as servants of a company like the Q. Best regards, L

To: William Hunt who wrote (7280)	3/7/2000 5:35:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 13582

William, even though the Europeans are biased in favor of GSM, at some point the superior performance of CDMA, particularly in broad band, data communication applications, wins out. In order to keep using GSM, the Europeans will pay a price, while the CDMA world will enrich itself. This is one instance where competition, even when restricted, eventually prevails because the relationship between CDMA cost and performance, compared with GSM works in favor of CDMA. As long as the Europeans continue to adopt WCDMA as their version of third generation, QUALCOMM still benefits, though Q would probably benefit even more if the Europeans came to their senses and adopted CDMA2000.