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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Juliet who wrote (30045)	8/17/2000 8:39:01 AM
From: shamsaee	Read Replies (1) \| Respond to of 54805

Hi Juliet I read the bear case and skipped over the bull case,because I can probably write a few pages for the bulls myself.The bear case is weak and uninformed and goes on to make a lot of unproven assumptions like lower royalty rates for wcdma which is inaccurate.Go to Qualcoms webpage and check out how many manufacturers have signed royalty agreements on wcdma.Nok is the last hold out to date,however NOK problems with getting a working CDMA phone have been well highlighted for over a year and in many peoples eyes the main reason for their recent warning. Your MF bear writer goes to call wcdma a European standard which to me is like taking a Mercedes Benz engine and putting fancy body works on it and call it the phantom if you want.At the end of the day its the engine that make the car and without it you have a hollow body.So without wasting too much time wcdma is cdma and we all know where CDMA has its origins from. His other speculation on korea going with WCDMA is speculation at best as there is no official word out of korea until OCT 1st which will clear things up a little bit.I would not put too much faith in the october first announcement either until we see some infrastructure orders.He also forgets to mention that the whole korea thing is a NTT DOCOMO using their cash to push WCDMA.Most people tend to think that a wide adoption of wcdma is bad for qcom which is far from the truth and it is more a case of wide adoption of cdma 2000 will destroy years of investment into WCdMA by NTT docomo and really the Japanese Government,which allows NTT to issue BOND after BOND series for capital to buy their way into Europe,Asia and America. Looking at the 0.06 cents figure from investment gains.I would recommend looking at CSCO,INTC,GE,MSFT,AOL and host of other large caps and you will see that it is a common practice and mute point to argue over.I know a lot of people in the press and even SI make a big deal about this and some even go as far as calling it cooking the books.However it is such a pathetic argument because it is an essential part of managing your assets and highlights the ability to increase returns to the company and its shareholders. Finally,I have no informed opinion on Globalstar and believe it is very early to write off the company.If Greg powers post yesterday was to be believed,then one would think qcom fortunes in the future will even be bigger and brighter.