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

To: Ramsey Su who wrote (6462)	1/24/2001 9:37:54 AM
From: Eric L	Respond to of 197244

Ramsey, << Is QC trying to deliver a coded message before tomorrow's release? >> If you break the code let me know. <g> My thoughts on this announcement: The original press release you cited placed almost no emphasis on the R-UIM roaming capability of the MSM5105. The GSM World Congress is being held in Cannes, FR February 20th-23rd, and will be highly focused on Global Roaming this year. GSMA issued a press release on January 12, focusing on TDMA-GSM roaming. This new release is probably logical, both as a follow on to the GSMA TDMA focused roaming release, and a prelude to the GSM World Congress. Since Schlumberger is prominently mentioned, they were probably pushing for a release prior to Cannes, to one up their primary competitor, Gemplus. Gemplus and Schlumberger have been dukeing it out for bragging rights about Asian CDMA SIMs. << What is Korea using for next month's 1x launches? >> Probably MSM5000? Ben's comments back to me (with bolds for emphasis) were exactly the way I read the release. - Eric -