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


To: GO*QCOM who wrote (636)7/11/2000 9:59:53 AM
From: carranza2  Read Replies (1) | Respond to of 197573
 
I certainly hope you are right.

Looks like the Q's Asia-first plan is on schedule. I am still a bit concerned about WCDMA. There are contracts won by ERICY, and the Euros are apparently going full throttle on developing a standard. Naturally, Q is excluded from the process.

I think it would be short-sighted and imprudent to ignore WCDMA by calling it vapor-ware. There are simply too many resources being devoted to it. From a valuation perspective, the net effect of the inevitable cross-licensing deal is the crux of the issue. I don't see it getting resolved for some time unless the Q somehow convinces the investment community of its position. That hasn't yet happened.