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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 (6847)	2/2/2001 11:14:34 AM
From: 100cfm	Read Replies (3) \| Respond to of 197227

The industry impact - and the disorienting effect on rivals - would be profound. Couldn't agree more. The impact on the stock would be profound also, so the Chinese wouldn't be the only ones pleased.<gg> Q wouldn't be able to have an 1X/GSM chip made fast enough. It would undoubtably be the #1 selling chip in the industry. It would also most likely trigger many a cancellation clauses in GPRS contracts making NOK and et al not so pleased.<gg>

To: foundation who wrote (6847)	2/2/2001 12:57:03 PM
From: Eric L	Read Replies (1) \| Respond to of 197227

Ben, << If Q were to buy into the core gsm technology (with $$ or SpinCo shares) - a 1x/gsm chipset might sample unexpectedly fast... Such a prospect might certainly please China... >> I think it would most certainly please Chris Gent of Vodafone. It would certainly please me ... I could ditch one subscription and travel Verizon all the way. Watching some of Verizon's recent accomplishments (2-way SMS messaging and OTA provisioning using WAP) I have to believe that Verizon is gearing for global roaming with both voice and data. << Especially as we wait for NOK to roll back its GPRS handsets (in quantity) projection beyond Q4. <g> >> You have my permission (as if you thought you needed it <g>) to throw darts at Jorma if he misses on this one, Ben: Jorma Ollila on 1/30/01 on Nokia GPRS Handset Deliveries: "As I said earlier in the press conference we told our timetable to the market place for the GPRS handsets about 15 months ago and we have not slipped on that schedule so we are performing as we indicated early on and with roll out of volume shipments in the 3rd quarter and with millions following in the 4th quarter, ....... GPRS I think will have to a significant impact ... you know, when we say millions, we mean millions and not one point something millions." One year later, you can do it all over again in regard to commitments to ship 3G terminals one year later - Q3 2002: "Our R&D expenditure is high today and has been high for the last 3 quarters gearing up for GPRS & 3G ... our range of 3G products ... you know we always put more emphasis much more emphasis on 3G than on GPRS ... that's a resource question ... you have to stay focused .. so I think the learning is that we have a really broad lineup in 3G whereas in GPRS it will not be hitting all the market segments as we do in GSM but it will still be substantial. ... As for confidence in 3G ...Yeah I mean ... my word .. yes ... I really feel good about our timetables for 3G." Now the interesting thing about the last set of statements is that the credibility of two widely respected wireless industry leaders relative to "estimates" of the "commercial availability" of W-CDMA is concerned. Dr Irwin Jacobs has made different public "estimates" than Jorma Ollila: qualcomm.com They can't both be right ... or can they? I'll tell ya what I'm gonna propose - If Jorma makes it to market with 3G handsets in Q3 2002, but uses a QUALCOMM chipset to do it ... we can call it a draw. Is that fair? Meantime, I've posted the Jorma references here, for your convenience. You can use the "powerful" new advanced search engine of SI, to quickly reference back to them on 09/30/2001, 12/31/2001, 09/30/2002, 12/31/2002. - Eric -