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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: im a survivor who wrote (30670)2/7/2001 4:00:43 PM
From: Dealer  Read Replies (2) | Respond to of 65232
 
From the Range thread:

The rumor is that QCOM is going to be the MSFT, INTEL, and CSCO of the wireless world in the near future.
By 2004 QCOM=MSFT+CSCO+INTC

QCOM, Toll Gate to 3G (no GPRS and EDGE short time fixes required)
Spinco, Engine to 3G
BREW, Window to 3G

PS. CDMA subs in China went up 250K in one month from 500K to 750K today. Ladies and Gentlemen, that a whopping 50% in one month without a contract.


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