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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 (7173)	2/10/2001 11:07:47 AM
From: The Verve	Read Replies (2) \| Respond to of 196773

Ben, agreed. That sure came from left field, presuming the article is accurate. It certainly wasn't discussed by anyone here.

To: foundation who wrote (7173)	2/10/2001 1:02:02 PM
From: Scott Zion	Read Replies (2) \| Respond to of 196773

Hello Benjamin - FWIW, VZ had a meeting with analyst this week. ( investor.verizon.com ) There was no mention of wCDMA. IMO, their statements are more deliberate/conservative then a PCS or AWE (this could however be due to the upcoming IPO). In any event, these are some notes I scribbled down: - 3.7 Mil Adds in 2000 (No breakdown of Analog/Digital) - In April 70% Digital coverage by Dec 83% coverage - 50% of customer base is now using Digital - They believe killer App is Alerts and SMS During Q&A - Support BREW as a response to AT&T and i-mode. Will see BREW phones before we see AT&T i-mode phones. - Begin 1xRTT build out 4Q this year, with large build out next year. Only spent $10Mil on research and trials w/ NT and Lucent

To: foundation who wrote (7173)	2/10/2001 2:22:04 PM
From: gdichaz	Respond to of 196773

Ben: In this world in which we live, nothing seems certain except death, taxes and government regulation. Even so, if I understood the Korean press, the Verizon discussions were related to the 3rd gen CDMA 2000 new sprectum bid - i.e. the postponed government mandated use not repeat not for WCDMA. Perhaps Verizon will go WCDMA. Nothing is out of the question. But this seems a strech in view of the Korean "news" so far. Vodaphone is another kettle of fish of course. Best. Chaz