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To: Sully- who wrote (9163)	10/21/2000 1:25:04 AM
From: Sully-	Read Replies (1) \| Respond to of 65232

But wait! There's more! PART II: Prudential Volpe on QUALCOMM <Investment thesis - QUALCOMM is among the best- positioned companies in the wireless Qualcomm is the creator and owner of the rights to CDMA, the most advanced digital wireless telephony technology now available. CDMA is the fastest-growing wireless digital standard in the world, competing with GSM technology or global telephony network deployments. QUALCOMM benefits from CDMA growth through product sales as well as through licensing and royalty fees from any CDMA product sold by a licensee. We estimate that QUALCOMM has in excess of 90% of the CDMA chipset market and is one the best-positioned companies for the W-CDMA chipset market. The company also has additional revenue opportunities in the power control, vodec, voice recognition, and location markets. CDMA is considered the best digital wireless technology in terms of capacity, sound quality, and data throughput. CDMA is also the most prevalent digital technology in the US and is gaining momentum around the world, posting approximately 71 million subscribers as of July 2000. CDMA subscriber/unit growth drives the QUALCOMM story IX transition should accelerate replacement rates for cdmaOne/2000 in near term ...We are conservative in our cdmaONE projections as a result of Korean handset subsidies and Chinese deployment issues, but we are still modeling strong unit growth opportunities in North America, South America, and Japan. In addition, QUALCOMM plans to compete in the W-CDMA chipset market and we believe the company will likely be one of the market leaders. Our subscribers and unit assumptions, which are based on QUALCOMM's September fiscal year-end, are as follows: <snip - see at link> Source: EMC, Dataquest, and Prudential Volpe Technology Group Ibexx Message 14631105 Ö¿Ö