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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: r.edwards who wrote (353)	7/7/2000 12:33:06 AM
From: nbfm	Read Replies (1) \| Respond to of 197603

I guess Q's investment of 400 mil. in Korea Fretel goes towards the purchase of a 3g wcdma license. Not that I am pessimistic (i'm way past that right now), but with all those big bucks rolling in the door, q invested (a) 400 mil in a company which apparently has decided to take the dough and buy a competing technology (right on the eve of deployment of 1X), (b) hundreds of millions in a satellite system which the world just doesnt seem to want, (c) 1 billion on a company's GPS patents, (d) an untold amount in Wireless Knowledge, and (e) a lot in NetZero (which has lost 60% of that initial value). In light of recent developments, I don't quite have the same degree of confidence in Q's managment right now as I did last july. We will all find out shortly if the world understands and agrees with Q that Q also owns WCDMA. We should find out on the open tomorrow. For all I know Q will explode on the upside now that the smoke seems to be clearing in Korea. I mean, if Q doesn't really care which type of CDMA is adopted (since, according to Q it owns WCDMA also) then removing uncertainty over the which CDMA is adopted around the world should be bullish to Q (which, once again claims to own WCDMA [the more I say it the less I believe it]).