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

To: foundation who wrote (5180)	12/4/2000 9:02:41 AM
From: Keith Feral	Read Replies (1) \| Respond to of 197192

75 millions lines in China would double the present number of CDMA users. With no estimates currently factored in, that would increase QCOM's growth rate by 25 % annually for the next 4 years. Consider the emerging markets for QCOM - WLL in India & Russia, UMTS, North Korea, telematics. These are markets not being considered for QCOm's revenue model next year. The pipeline for CDMA is growing much faster than previously expected. The "smart" money was holding back on QCOm for 2002, when WCDMA revenue opportunities presented themselves. Clearly, they are going to pay up dearly to pick up QCOM from this point forward, as 2001 looks to be more exciting than 1999.

To: foundation who wrote (5180)	12/4/2000 9:13:19 AM
From: Carter Patterson	Read Replies (1) \| Respond to of 197192

Benjamin: I'm 99% confident that CDMA providers will get large orders in 2001...but Memorandums of Understanding only indirectly point to possibility of royalties. I'm as excited as everyone is. On your list of posts, I give more weight to the ones with orders attached such as the filter order from Sawtek than the others. I'm certainly not trying to deflate the threads exhuberation at the news, I just find it hilarious that we have a letter of agreement and now a memorandum of understanding.