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

To: Boplicity who wrote (70975)	4/20/2000 1:19:00 PM
From: Randall Knight	Read Replies (2) \| Respond to of 152472

We have a strong weapon, which is cdmaOne. We want to make the best use of it. That's our basic idea. With cdmaOne, we can compete with NTT DoCoMo efficiently even though they are ahead of us (in third generation phone service) now. So, Gregory, what does that say then? I think everyone is ignoring the facts and the economics here. DDI is going to take full advantage of their current infrastructure. In doing so, they will kick NTT's butt in time-to-market and cost. This whole argument about not wanting to be an island is total b.s. What the heck are they now? Why don't they dismantle their infrastructure right now and install a GSM system? After all, isn't GSM the "dominant world-wide" standard? Think about it for God's sake. They don't do it because they have "a strong weapon, which is cdmaOne." Japan going "W-CDMA" is a non-issue. If you look at it logically, DDI is moving along in an extremely sensible way. Why wouldn't they look at W-CDMA? What does it cost to check out their options while they are moving forward on 1x? You can't possibly be afraid that DDI will not take advantage of MSM5xxx? Those orders will start rolling in by the 3rd calendar quarter of this year. I think QCOM management has been quite clear on this. Time after time after time, IJ has stated the facts of 3G and business conditions with unerring accuracy. To believe the FUD you are hearing about DS-CDMA is to fly in the face of QCOM management. I choose not to do that.