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To: DlphcOracl who wrote (28571)	7/23/2000 9:01:32 AM
From: gdichaz	Respond to of 54805

What is most interesting is whether "new spectrum" is needed at all except in Europe where the customers are captive to GSM and its voice-centric, data-pitiful system in current spectrum. What we see is where new spectrum is being auctioned outside of Fortress Europa (where thanks to complete and total failure of the US political leadership to open up Europe for CDMA of any flavor in current spectrum now, and only UMTS (laughingly called universal) in the new spectrum, there is no real competition and the consumers lose.) Elsewhere, since 1X and HDR in combination (1xEV) meet the 3rd gen specs in current spectrum, the need for new spectrum - for what? - is not obvious to say the least. Will be great fun to watch. And "pure" Qualcomm - no competition at all from those muddying the waters - can put data into the internet using current spectrum at amazing speed and efficiency - viz. Samsung's 5.2 Mbps. Enough. Cha2

To: DlphcOracl who wrote (28571)	7/23/2000 9:20:59 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

This part bears repeating: "But the big winner might very well be Qualcomm, which used to make phones but is banking for future growth on its W-CDMA and CDMA2000 patents, which are two of the standards for much of the 3G technology to be used in the U.S. Beyond licensing patents to all comers, Qualcomm also makes the chips that are at the heart of 3G phones. With hundreds of millions of chips likely to be sold in the next decade, the San Diego company is en route to becoming another Intel. "

To: DlphcOracl who wrote (28571)	7/23/2000 10:34:33 PM
From: DlphcOracl	Read Replies (3) \| Respond to of 54805

Caveat emptor for Q-head wannabes. For readers and lurkers on this thread who do not own QCOM, this is worth filing in the back of your cranium: streetadvisor.com While I do not advocating automatically "selling at the end of the summer", as the article concludes (that depends on your entry point, etc.), delaying purchasing of QCOM shares until October may be prudent. If the author is correct, and there is heavy institutional selling for tax-loss reasons, QCOM will become quite a bit cheaper. Although the concept of timing seems to be anathema to this thread, no one likes to see a stock decline 10-30% shortly after purchase.