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

To: Jeff Vayda who wrote (388)	7/7/2000 9:43:48 AM
From: William Hunt	Respond to of 197507

Jeff ---Thanks for your response . My understanding of the lift of the subsidies is what you have stated ---to allow for more CDMA product to be shifted for sales abroad . <br><br><br> The real question was the choice on W-CDMA ? Is QCOM really behind the eight ball on W-CDMA ? Everything I have read on the thread is that it is vaporware and could not compete with CMDA ? Evidently it is real if companies that we are invested in and are partners with are going to switch to it . What implications does this have for "Q" ? Where are they at in this zero sum game ? <br><br><br> W-CDMA is either real and coming to market a lot faster than people thought or "Q" needs to clear the air on where we are headed . I feel confused about the product cycle from "Q" and how it stacks up against the competition .<br><br><br> Your thoughts would be appreciated <p><br><br> BEST WISHES<br><br><br> BILL