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To: lindelgs who wrote (20328)	5/26/2000 9:18:00 AM
From: Michael Kimmel	Respond to of 35685

It is amazing to see though, isn't it? Q's price now sits far below the point where it was when a possible deal in China was announced. Second, revenues from China were never really figured into Q's price. And now that there is a better chance of doing business there, well, this is just the kiss of death for QCOM. People still don't quite understand that no matter what flavor of CDMA wins, QCOM wins. I also find it amazing that the very same people that two years ago were saying that CDMA would never work, are now trying to convince us that their flavor is better than QCOM's. From what I read, the only thing that they'll be able to demonstrate in the near future is fast voice. I would think that with all of this talk, that W-CDMA would be much further along.