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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (4322)	11/6/2000 10:18:58 AM
From: carranza2	Read Replies (1) \| Respond to of 196972

As Irwin Jacobs said, multimode, multiband, with high functionality is not going to be expensive architecturally or operationally in phones. QUALCOMM obviously thinks that if things take long enough to roll out, then W-CDMA will have a very good position and they want to be ready for it and to lead developments if that situation evolves. W-CDMA has still not moved out of the vapourware configuration and the intent of it is still primarily to retain the GSM Guild's [GG] marketing position. The issue is whether 1xEV, cdma2000 and variations bring pressure to bear quickly enough. That, of course, is the $64 investment question we are all trying to answer here. Guilder has his crystal ball which has been remarkably accurate over the years. We know to ingest a dose of NaCl when he says, without qualification, that CDMA 2000 will vaporize WCDMA. Guilder is great technologically but he admits that he is a naif when it comes to the political considerations which, in the real world outside the lab, unfortunately are often decisive. The question for me is whether I should modify my portfolio, which is already Q-heavy, to add more on the expectation that Guilder's view is correct. Still struggling with it despite all the great information presented here by all the technologically-savvy posters such as engineer, microe, mighty, ben garrett, and many others. By the way, Cloudy Bay sells out instantaneously when it arrives at the wine shop I patronize. Sells for about $20 US. Is that a good price?