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

To: carranza2 who wrote (11104)	5/30/2000 5:27:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 13582

carranza2: Thanks for posting the letter to shareholders. It makes clear a key point, the Qualcomm agreement is not with the subsidiary floating the IPO, but with its parent company which has 5 Megahertz of spectrum dedicated to CDMA. And separately some of the fog seems to be clearing. What seems to be is what some here predicted: the CDMA roll out in China will be 1xMC and then HDR. that means that the major impact will necessarily be next year. makes sense. Time will tell of course, but the path, content and timing seems clearer now. Best. Chaz