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

To: Cooters who wrote (78948)	8/24/2000 9:46:47 AM
From: JohnG	Read Replies (2) \| Respond to of 152472

Hi Cooters. This QCOM situation is really strange. They have the world by the ying yang and their chips and innovations are comming along weekly. Yet the QCOM story has been totally discredited by NOK, Snyder and Teleco monopoly fudsters so that in the minds of Joe Investor and many funds there are many doubts. Thus the demand for the stock has really dropped. Those burned in the fall from 200 to 60 have a very bad feeling toward the stock. Thus there is a total disconnect between stock price and the probable value of the earnings stream. It seems fairly clear that in any location where CDMA goes head to head with GSM, GPRS etc, the operators using 1X MC CDMA will have a huge advantage due to having huge capacity on low cost upgraded 3G systems using existing spectrum. HDR is an operator must have. Otherwise Motorola would never have rolled over so completely. HDR may get tacked on to many existing legacy systems around the world if the companies like NOK supplying equipment for those systems ever get a 3G license from QCOM. With a potential 5Mbps data on a 1.25 Mhz channel HDR can run 3Gapplications. Unfortunately for NOK and others, getting HDR from QCOM will require them to trade GSM IP, thus enabeling SPINCO to churn out GSM-3G CDMA-HDR chip sets with SIM cards. These chips will expose the CGSM sacred cow to real world competition from CDMA-HDR-GSM phones. Further, as time passes, 3G CDMA third party application developers will supply more and more content. Thus, NOK, ERICY and others will have to face a future without the protection of an 18% royalty barrier and a vertically integrated internal phone manufacturing operation. Content will be king -- the driving force behind operator profits & HDR will deliver that content. JohnG