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

To: Bharat H. Barai who wrote (76784)	7/17/2000 6:50:47 AM
From: Mika Kukkanen	Read Replies (4) \| Respond to of 152472

I just don't get it. Time and time again I see blind sided posts that flies in the face of reality. I see time and time again this myth of untried and untested WCDMA when the basic fact that it has been tested far more rigorously than cdma2000. If Qualcomm supply the chips that is fine by me, frankly I personally don't care - although as investors here you guys do. What I can't stand are posts that are wildly inaccurate, all analysis of the industry point to a WCDMA dominated future, period. Vodafone, note correct spelling, has so far shown no interest in deploying cdma2000 in Europe...in fact to the contrary with Ericsson already chosen as chief supplier and project manager for WCDMA roll-out in the UK. Korean wrangling is maybe more more than flexing muscle about royalties...they have stated, as have the industry watchers, that they would prefer to deploy the most widely deployed technology (no prize for guessing which one). I do guess that cdma2000 will be adopted in Japan by a couple of minor operators, it will still probably make some inroad in Korea on legacy systems, it will be in the US and the Americas. However, a market ratio in the order of 4 to 1 in favour of WCDMA means Qualcomm better get their collective fingers out and start producing chips rapido if that is their business plan to grow as a company. Slagging off WCDMA in the past was showing how insular the Qcom position was. It is no longer like that and the rewards for all are there to be gained...it is just a question of grabbing that chance. So come on Irwin, you had the vision, now don't let yourself be pushed around by flag waving patriots (idiots?) and get to where you want to be in the chip market. Monday morning hangover rant over and I will slink back off to the Ericsson thread where I belong. Please note there is recently started thread dedicated to the 'usual' 3G wrangles, titled: 3G Cellular

To: Bharat H. Barai who wrote (76784)	7/17/2000 12:31:36 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 152472

re: My prediction: CDMA 2000 will roll fine, it will be adopted in USA, American Continent, Japan, Korea. Other Asian countries will see successful roll out of CDMA 2000 and will opt for it. W CDMA is an un tried, un tested, un proven mirage. And if W CDMA does become reality, who else better suited than Qualcomm to make it? If Vodaphone was to start putting CDMA 2000 in Europe, once it sees successful launch by Verizon in USA, W CDMA might never see commercial deployment. It might happen that way. Or, it might happen this way: The politically-motivated WCDMA steamroller rolls over all technical problems, and becomes the global standard. A surge in inflation causes a lot more Fed hikes, which causes a recession in 2001, which 1)lowers the S&P 500 trailing PE to 15, with the higher-PE stocks falling the most, and 2)causes the 3G infrastructure buildout to be delayed for 1-2 years, as the telcos have trouble borrowing money. CDMA2000 chips are available 2 years before WCDMA chips, but everyone just waits 2 years and buys WCDMA. By that time, Intel and TI have been working hard on WCDMA chips, and come out with good products. Chipset prices fall 40%/year in this competitive market, and QCOM has only 30% of the market. I'm not saying it is going to happen this way, I'm just saying this is also a possible future. I'm saying the future is still uncertain. And the stock could still go a lot lower. But, on balance, I'm willing to buy the stock at today's levels, and buy more at lower levels. JS@thevoiceofdoom.edu