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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: biostruggle who wrote (75610)7/7/2000 10:21:21 AM
From: William Hunt  Read Replies (1) | Respond to of 152472
 
Marvin ---For all the discussions from the thread over the past six months and the stock price headed south I regret to say that it is not vaporware . Companies normaly do make business decisions on something that does not exists . The real suprise to me ( I am long "Q" ) is that the company has not announced how they will transfer to W-CDMA and stay a viable part of the wireless business ( Patents run out )? I am not here for a bashing by people who are religious about "Q" but I would sure like to know where my money is headed in the future ? <br>
BEST WISHES<br>
BILL



To: biostruggle who wrote (75610)7/7/2000 11:46:06 AM
From: idler  Read Replies (1) | Respond to of 152472
 
Marvin, IMHO there is absolutely no basis for your statement that Q ASICs will be shut out of the WCDMA market and in fact the opposite if anything is true -- Q ASICs will dominate the WCDMA market. If Nokia cannot even make an IS-95A CDMA chip that works, how are they going to make a WCDMA chip that works? Did you read Andrew Viterbi's article that WCDMA is essentially exactly the same as CDMA except for insignificant details? Do you really believe Q will not have access to and/or be able to replicate those insignificant details? -- idler.