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

To: Eric L who wrote (8190)	4/1/2000 7:56:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 13582

Eric L: Much appreciate response. As usual learned much. Thanks. Particularly appreciate the explanation of the China situation and why Qualcomm will need to join the "smart card" set, or be very badly hurt. Hope management fully committed now to smart cards as a necessary CDMA element. And hope the design of Q ASICS permit use of smart cards and that the phones which have Q ASICS inside will have two smart card slots for maximum flexibility and function. Did I learn, teach? As always, best. Thanks again and hope you have some time for golf in the not too distant future (and for posting to us too) Luck. Chaz

To: Eric L who wrote (8190)	4/1/2000 11:38:00 PM
From: Valueman	Read Replies (3) \| Respond to of 13582

Those of us that are heavily invested in QCOM are perhaps a bit discouraged by the evolving adoption of WCDMA (UTMS/UTRA) and the interim GPRS/Edge components. CDG and QCOM have long maintained that their technology advantage was so great that they could steamroll the worldwide GSM community. I am heavily invested in QCOM, and I disagree completely with the above statement. CDMA has steamrolled the GSM community. I am pleased that W-CDMA is being adopted. I am pleased that 1X is being deployed throughout the Americas, Asia, Australia. Whatever you want to call it, these various flavors of CDMA will lead to licensing fees and royalties for QCOM. Period. The thought that W-CDMA is some kind of GSM victory is a tribute to the PR firms hired by the involved parties. I find it all quite funny. Those who haven't followed the story are so easily swayed into thinking W-CDMA is some kind of QCOM negative, and a big win for Euroland. Such drivel.