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

To: DWB who wrote (75838)7/8/2000 2:06:18 AM
From: DWB  Read Replies (1) | Respond to of 152472
 
Two more things,

1) This has been mentioned before, but bears repeating... Samsung is the Korean equivalent of what Nokia is in Finland, or Ericsson is in Sweden. Their expertise, direction, and cutting edge systems are geared towards CDMA2000, not WCDMA. Does anyone truly believe that the Korean government would allow all 3G-systems in their own country to negate this advantage? Think that Samsung doesn't have some influence in those Korean political/business circles? My thinking is that if Samsung thinks this is a real issue, they'll work the operators over between now and decision day.

2) I guess what we need now is for QCOM to announce that they (in conjunction with some unnamed business associates) are going to bid for one of the Korean 3G licenses, in order to foster competition... ;-)

DWB
Q2.5K/Y2K+5



To: DWB who wrote (75838)7/8/2000 5:59:49 AM
From: Jimbo  Read Replies (2) | Respond to of 152472
 
* Long term: The decision in Korea to use W-CDMA over Qualcomm's cdma2000
technology we believe is a prelude to similar decisions in Japan and possibly
even the US and will negatively impact long-term revenue and earnings growth
for Qualcomm.

With statements like this coming out of H&Q - should I be overly concerned ?

I think so !


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