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

To: nbfm who wrote (734)	7/12/2000 11:13:28 AM
From: Ruffian	Read Replies (1) \| Respond to of 197642

<First, while Q states it owns every form of CDMA, until NOK and NEC (NTT's two big partners) admit it, the issue of WCDMA IPR remains, to a certain extent, uncertain. That impacts Q's long term stock price.> With NTT saying launch is May 1 2001, i don't expect we will wait much longer. Ruff

To: nbfm who wrote (734)	7/12/2000 11:29:26 AM
From: gdichaz	Read Replies (1) \| Respond to of 197642

nbfm: You forgot HDR. Even though that is the essence of my point, I will add a bit here so that it may be worth posting. Smile. The key to Qualcomm's success in the next 2 to 3 years is data. For which read, mobile wireless access to the internet/intranets. The key to that is HDR or its kissin' cousin 1xEV (HDR with bells and whistles). No one, repeat no one has anything which comes even close using GSM. So the opportunity is there for GSM operators to go with nonsense upgrades such as GPRS (which they probably will since so far advanced) and EDGE (which they probably will not since it is practically absurd on its face) or an HDR overlay. Will be most interesting to watch. IMO an HDR overlay in GSMland is a real possibility - outside Fortress Europa of course where despite "free trade" and WTO, the US Gov't yawns about CDMA (and HDR?) being frozen out. Best. Chaz

To: nbfm who wrote (734)	7/12/2000 11:31:40 AM
From: tradeyourstocks	Respond to of 197642

<So, we really have several issues intertwined.> Qualcomm is starting to clear the air regarding their position in the 3G market. Personally, I thought we were all clear after last year's ERICY deal. Regardless, Snyder and co. have done a great job spreading FUD and it's obviously worked lately since the media keeps reporting blows to Qualcomm every time another carrier talks about going with some flavor of CDMA. Obviously Irwin's "all CDMA is good CDMA" line has been forgotten by the investment community. Qualcomm needs to continue with the line of PRs like the one today to keep the air clear. Once the earnings acceleration resumes mainly driven by 1X later this year I think we'll see the stock follow. MicroE

To: nbfm who wrote (734)	7/12/2000 11:42:52 AM
From: carranza2	Read Replies (1) \| Respond to of 197642

Therefore, while the future looks very bright (assuming NOK and NEC and other holdouts sign on for WCDMA), that future is so far out that the stock price needs to be supported over the next few years by ever increasing revenue streams from CDMAone and CDMA1x (deployment coming very very soon) and to a certain extent by CDMA2000 (how many will actually deploy it?). It is those revenue streams which are being questioned and examined very closely -- and which are found wanting by investors big and small. I would suggest to you that the revenues from 1X are going to be substantial and that they will support the stock price nicely, particularly if HDR as an overlay is used. The demand for wireless data worldwide appears to be huge. The US will lead the way, along with Korea, just as they did with CDMAOne. The revenue streams will commence this year and snowball in 2001. With a little luck, Euros will recognize that the GSM cabal has set its sights on unnecessarily bleeding the carriers and the consumers with the ludicrous migration path to WCDMA it has created. I expect some difficult intra-cabal discussions which might result in relaxation of the standards in order to allow the Q a foothold in Europe. Should this happen, things will be brighter there. The investment community does not understand the complexities of the wireless world, and is punishing Q for not making its case clear. This is a God-send as the stock is seriously undervalued at this time. The IPR issue is a battle without contestants. A deal with NOK and NTT is inevitable if they want to be 3G players. Just my long-range thoughts in response to your long-range post. Best