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

To: tradeyourstocks who wrote (88428)	11/29/2000 1:18:41 PM
From: Win-Lose-Draw	Respond to of 152472

Anyone have a feel for the percentage of the $125B relating to the RF infrastructure? Does it really matter? There is no way on god's green acre they'll be able to afford blowing 125B just on infra.

To: tradeyourstocks who wrote (88428)	11/30/2000 8:39:40 AM
From: Rajala	Read Replies (5) \| Respond to of 152472

Q´s pickings of WCDMA profits will be very poor indeed. >Anyone have a feel for the percentage of the $125B >relating to the RF infrastructure? If you look at the $125 B and ask questions from yourselves such as "how many $ B is 5% of that?", you are deceiving yourselves even more perversely, and I thought it was impossible, than in the past with the juicy China "deals". How many % is the RF side of the WCDMA network? I would estimate it to be max couple of per cent. 70% of the network cost goes to non-telecom stuff such as site aquisition, rents, construction, access road building, power access etc. Of the rest most part is non WCDMA tech. related such as transmission, A/Cs, cables, antenna structures etc. And that´s the radio side. The core in a W-CDMA network is big, complex and expensive and has no CDMA related stuff – it does not matter to it which air interface is at the end of the transmission pipe. Also installation of everything is a very big cost item. As for the Q´s position even on the radio side, its weak. It will get something but very little. What happened is that the 3G technology that Q invested in, CDMA2000, well it lost. It thoroughly and indisputably lost. Look at Korea, the mother of all must-win cases. The big payday will not come. - rajala