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To: mauser96 who wrote (25605)	5/31/2000 2:43:00 AM
From: gdichaz	Respond to of 54805

Lucius: FYI and for others who might be interested: Cha2 To: marginmike who wrote (72792) From: Homer Tuesday, May 30, 2000 11:26 PM ET Reply # of 72879 Mike, as a knucklehead who has not posted here in many months, I thought I would share the response I received today in response to an inquiry early this am. Dear Sir: There are many conflicting news stories on this subject, as you rightly point out. What's missing in the NYT story is the fact that the "so-called third generation technology" is also CDMA. There are two flavors of this 3G technology, one called W-CDMA and one called cdma2000. Both use our patents and provide the same royalty rate as we are currently receiving. We are also making chips to support both. While we do not want to see the Chinese operators wait to deploy CDMA (and the contention that they will wait is still speculative in nature), QUALCOMM will be the beneficiary of any CDMA deployments. Further, we see the opportunity in China as upside potential, but are not currently factoring it into our business plans in 2000. Sincerely Yours, Julie Cunningham Sr. Vice President, Investor Relations QUALCOMM Incorporated Note: Lucius, I agree with you that China is not key (yet) to Qualcomm's real world performance. I have called CDMA in China "frosting on the cake - a large and rapidly growing cake". The opportunities for Qualcomm in data worldwide - especially at the wireless / internet nexus dwarf whatever may (or may not) happen in China. And then there are handhelds, laptops, and other widgets plus HDR modems and PC cards. And so called 3rd leg - movies, wireless audio, photography, wireless appliance links, and on and on. Some of this may not happen of course or bomb out, but the possibilities are there and some of this is likely to work out well as future markets for Qualcomm.