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To: JohnG who wrote (5497)	6/13/2000 12:43:00 PM
From: Jim Lurgio	Read Replies (1) \| Respond to of 34857

Another View thetelecommanalyst.com [DF] I'm bearish on QUALCOMM. [LK] You are? [DF] I think CDMA (code-division multiple access) is over-hyped. I think GSM (global system for mobile communications) or TDMA (time-division multiple access), which have 80% of the market, are going to be the winners. There will be a role for QUALCOMM, but if you look toward next generation solutions for transporting data over wireless at high speeds, TDMA is much further along. QUALCOMM isn't participating in many of the industry consortiums that are laying out the standards for the next generation of gear. They're just saying take our CDMA solution or not. It's not really interoperable with other systems. GSM and TDMA are laying out new standards within which they will interoperate with each other. That's a big segment of the market in Europe, and it's also what AT&T is using as their protocol for their large wireless network. That's the best thing about AT&T, their wireless property. But they spun that off.