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To: mishedlo who wrote (65692)	2/8/2001 12:05:53 AM
From: marginmike	Respond to of 436258

Again you are misinformed. 1)Liscencing fees come before royalties. In 1997-1998 the same cycle on IS95 occured. What MOT(Qcom fastest growing customer), or NOK(Buys Qcom chips from third party to eleviate embaresment) or Ericy says is pretty irrelevent. The IS95 operators are switching their networks to 1xrt. This is baisicly an upgrade that increases network capacity by 3X and provides 64-115kbs of data speeds. These upgrades will increase Q's revenues, and support growth for at least the next 12-24months. NOK nor MOT can build these new chips so Q will get 100% of the market. Qcom is not without risk's, but they are actually sitting on a product upgrade cycle that should be pretty lucretive. Qcom has also developed BREW, and NEW CHIP technology that all cell phone users will adopt. This is a dynamic company, that when it says its doing something it does. I wont argue valuation, cause your probably right that it aint cheap. BUT if there is a better MGMT technology company in wireless id be shocked. As for the 3G issue being put off you are correct it is a real issue, but in the ST 1xrt will hold things up. I would also mention that the CDMA network in CHINA added 250K subs in one month. The CHINA wildcard could also be a boon for huge upside.