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

To: Uncle Frank who wrote (80053)	9/12/2000 12:46:20 PM
From: Keith Feral	Read Replies (3) \| Respond to of 152472

What I find so interesting about all of these developments is that nothing is hitting the tape. No one is willing to risk any further comments until they can see the ink on the paper. IMO, the analysts are going to respond only to concrete events. Compare this conservative environment to 9 months ago when QCOM had momentum and everyone was willing to accept the reality of CDMA market share increasing to 300 to 400 % as CDMA wireless application converged CDMA and GSM communities into a single population & CDMA wireless applications were integrated into new wireless devices - PDS's, telematics, IFN, OmniTracs, laptops, smart phones, etc... I forgot to mention other stuff like wireless meter technology & R UIM cards that QCOM is working on with Schulmberger. Put 64 Megs of RAM on those cards and you could carry your MP3 songs or digital film pictures. (Sony has a neat product for transerring graphics between different devices.) Email, multimedia, , Bluetooth, GPS, high speed internet access, Video on Demand, Audio on demand, voice & text interchange, voice recognition - the list just goes on. All this technology will be made available thanks to QCOM. Compare this to the breakdown in GPRS data performance and the isolation of EDGE. The NOkiaheads would argue the lack of competition within the GSM GPRS EDGE community will reward the companies with higher margins. I think the complete lack of interest in their technology upgrades offers a diffferent perspective - one of obsolescence. No wonder why BLS is leading the way to 3G CDMA that is available today at higher performance levels than EDGE will offer 2 years from now. The whole argument that Snyder and the bears are hiding behind is finally being exposed. They feel that market is willing to accept an inferior technology since GSM has a larger market share. However, Gilder commented in the recent newsletter predicted that QCOM will have a more active voice in the standardization of 3G CDMA for TDMA and GSM. (The standardization of CDMA2000 is already complete.) Considering the hundreds of billions that will be spent on 3G, I doubt that the GSM service providers are going to ignore the technological merits of CDMA2000. IMO, the debate has not even started since there is not a formal standard that has been developed for WCDMA. Korea just abandoned WCDMA as far as I can tell from the comments made by SKT. BLS & ATT are next in line to defect from the GSM masquerade. Europe will be next. If BLS & ATT turn away from EDGE and choose 1xrtt for 3G, I think the market share for CDMA2000 vs WCDMA will be 80-20 in the next 2 years. How in the world could CDMA2000 not have that big of a lead since WCDMA will not be ready before 2003? Right, Nokia??