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

To: y2kate who wrote (75747)	7/7/2000 5:39:51 PM
From: carranza2	Respond to of 152472

Dr. J is a friend of the Big Bubba. The Department of Trade was heavily involved in both the Chinese and Japanese ventures which, I might add, will be hugely successful. The Q is like a duck. Things look placid from the outside when it's swimming but it's working like hell underwater! While the consumer will have no idea what kind of CDMA he might be using on that fancy Nokia phone or CDMA-enabled Palm Pilot, the carriers will. If CDMA2000 is quicker to market than WCDMA [a given, in my opinion] the carriers that have paid billions for spectrum will demand the 3G solution that allows them to get their investment back soonest. If spectrum is awarded by beauty contest, the cheapest most efficient system will win. While it would be nice to have CDMA2000 be the one chosen, do not forget that the Q will also get paid for WCDMA and will probably be the leader in WCDMA ASICs manufacturing. Things look great to me. The Q is a bargain at these prices. I can't believe the market is giving us another chance to make this kind of money.

To: y2kate who wrote (75747)	7/7/2000 7:52:10 PM
From: Uncle Frank	Respond to of 152472

>> The manufacturers can foist whatever technology they please on the public, within reason, provided it provides decent service. The consumer will be none the wiser. You miss the point, Kate. Consumers don't make that decision in this game, the carriers do. If you sign up with Sprint, you get cdma. If you sign up with AT&T, you get tdma. The only choice the consumer gets is which manufacturer and what color. And believe me, the carriers know to a gnat's eyelash the differences between all of the flavors of air interface, because it affects their bottom lines! I'll bet a dollar to a donut that every single wcdma contract that has been written is contingent on some sort of qualification. Since no one has shipped wcdma equipment yet, that makes the orders that the gsm gang are bragging about nothing but non-binding agreements of intent, which can be voided in a New York minute. The first guy to offer proven, cost effective, and manufacturable solutions to 2.5G and 3G will sweep the table. I'm thinking Q, how about you? uf

To: y2kate who wrote (75747)	7/7/2000 8:12:40 PM
From: waverider	Read Replies (1) \| Respond to of 152472

kate... The real and only issue is who controls 3G? From everything I know, it's QCOM. There are no competing technologies to make Q an Apple or whatever people have been saying here. Superior marketing and FUD is the basic story and it will just take steel nerves to withstand it stock price wise...but Q will prevail, that I have no doubt. People may like their Nokia phones, but Q will be inside them one way or another. The royalties may take litigation, but 3G is NOT going to happen without QCOM. I thought I was outta here. Rick