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

To: Keith Feral who wrote (89227)	12/6/2000 4:41:36 PM
From: Rajala	Read Replies (1) \| Respond to of 152472

>ATT's defection to WCDMA is a huge positive for QCOM There seem to be a lot of people with serious learning difficulties on this thread. I´m not naming any names Keith. How on earth ATT defected to WCDMA? They defected from WCDMA to WCDMA. There is only one TDMA upgrade path to 3G and that leads to WCDMA. How that could be a huge positive for Q (ATT defecting from WCDMA to WCDMA)? GSM generation 2.5 will the next ruler. Excellent news for Q. Apart from, er, there´s no business for Q whatsoever. ATT could have defected to porn flick industry as far as the positive impact to Q´s bottom line is concerned. Had ATT stayed with TDMA, at least there would have been more pressure to move to WCDMA quicker. - rajala

To: Keith Feral who wrote (89227)	12/9/2000 11:49:23 AM
From: qveauriche	Respond to of 152472

Keith- a belated thank you for your fine reply of last Wednesday to my post about the price runup. I just returned from Gilder's Powercosm conference, where I pressed a number of money managers hard on the question of whether the recent strength in the stock is due to anything more substantial than the day trading momo's. To a person they were of the opinion that the stock is moving into strong hands for the long haul for all of the reasons you cited.As further evidence that the market "gets it" in a way that is profoundly different from 6 months ago, they pointed to the fact that the NTT-AWE news, and AWE's proclaimed adoption of the "world standard developed in Europe,UMTS", was immediately recognized by the market as a positive for QCOM. Given the market's previous misconception of these issues, last spring Snyder and Cabi could've used such an announcement to tank 20% of QCOM's market cap. The fog and drizzle have indeed been blown out to sea. We are left to sit on the shore under a starlit sky,glittering like diamonds on a jeweler's velvet, awaiting a dawn as inevitable as it will be glorious. Sorry. I got a bit carried away. But it is a great time to be alive.