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

To: brian h who wrote (88806)	12/3/2000 5:13:40 PM
From: ehopper	Read Replies (1) \| Respond to of 152472

Hi Brian, I have been long QCOM for a bit over a year now. I am also long Nokia, Motorola, Sierra Wireless WiLan, Socket Communications to name a few I am an Engineer in the wireless industry. My concern which has surfaced recently is from the AT&T Wireless move to GPRS/WCDMA. As Diamond H points out probably correctly that this is a bad Move for AT&T and they should have chosen CDMA2000. My concern is the balance in my portfolio. I have been quite happy to have NOK etc thrive in Europe and QCT-based products thrive inside the US, Brazil, Korea, China to some degree. I prefer (from my perspective) to have QCT maintain a shut-out of WCDMA in the US. This latest move has raised some concerns for SPINCO's longterm success since they have a lock on CDMA2000 and their will be more players in the WCDMA game. ed