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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Lee Lichterman III who wrote (39871)	1/3/2001 2:31:48 AM
From: Caxton Rhodes	Respond to of 42787

Thanks Paul and Lee- IMHO there is no way q will tank that far. T/A may say so but I doubt it. Too much could happen to negate it, i.e. a nokia license for WCDMA, China infra contract announcements imminent, and spinco. I know a lot of you think that qcom is just another high flyer but don't forget: 1. The mobile wireless world will all go cdma eventually and don't believe the FUD about GSM/WCDMA not having to pay Qcom. They will. 2. 1X is 144kbs and is available now in Korea here's the phone (It looks like the talk-time and stand-by times for the phone in 1x mode would provide 140m to 290m of talk-time and 200-410 hours of stand-by....all in an 80g phone) samsungelectronics.com (click on the phone to see the inside) Once sprint and verizon launch 1x (happening this year), the gsm and tdma folks aint gonna be anywhere close with GPRS. 3. Upgrades to GSM systems with CDMA 2000 or 1X plus HDR (1XEV) are quicker to market, better, faster, and cheaper. 4. HDR deployment should happen in the first half of 02, that's Mbs access for mobile laptop users. 5. China deployment has the potential to be absolutely huge, the question is how fast. Anyway, if we do get to the low 50s, I'd be backing up the truck, cause even with a slowing economy, cell phones/pdas are going be selling. I believe in the ta stuff, but really knowing what is happening with cdma is more important. Your help on the ta for qcom has saved me some major dough in the short term. THANKS! Caxton