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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Pierre who wrote (94289)	2/22/2001 8:09:23 PM
From: A.L. Reagan	Read Replies (2) \| Respond to of 152472

Right on, Pierre. You may also remember a CC last year in which IJ stated the one thing that kept him up awake at night "that w-CDMA won't be timely deployed." Thank you for reminding some of our fellow shareholders that the "us versus them" attitude is not the key to success for the Q. The less emotional sorts who set stock prices in this market don't give a damn about who or what sucks, just what the discounted free cash flows look like at any given moment. And if GSM-land stays in 2G or GPRS until 2004, that's not good for us. There's that old saw about winning the battle and losing the war. In the near term, only concrete $$ from China, a specific Nextel 1X announcement and/or some specific non-Snyderized news on 1X take-up in Korea will do much to move the stock up. Lastly, as a LT shareholder, I was really glad to see Q's significant presence at the GSM World Congress.

To: Pierre who wrote (94289)	2/22/2001 9:44:33 PM
From: pcstel	Read Replies (3) \| Respond to of 152472

Pierre: "pcstel said as much when he advised dancing on the sidelines. There's some pretty powerful market forces at work here and for the time being, Q* will suffer with the rest." You are 100% correct.. Their are some "very powerful market forces at work here!" The Delay is not due to some "technical troubles".. It is simply the "Means to the End", or maybe that should be "End to the Means".... As I first posted back on Yahoo in late 1998.. The whole WCDMA specter was produced to "stop the defections of the AMPS and TDMA crowd from switching to IS-95A. They promised everyone a great new technology.. Not that "crappy US fostered narrow-band CDMA".. But, new technology "Wide-Band CDMA".. So it kept China on track to become one of their largest GSM customers... So we had 3GPPP, 3GPPP2.. And of course my famous WDMA (We Don't have Money Anymore) Technology.. Now the Delay Game is in Full Play.. Of course IJ recommends that it be viewed as a way for operators to deploy 1XEV on 3G spectrum.. That is just "wishful thinking" IMO.. There is no way the Nords are going to let Qualcomm flavored CDMA encroach their territories... So of course.. The answer is "academic".. Just as we recently saw GSM 800 announced.. So, it will be that we will soon see GSM 2100 announced.. It will be a simple, painless, and cost effective addition to their GSM operators existing networks.. It will use the same physical Base Station/Tower Locations.. And employ most of the existing core GSM-MAP infrastructure... The Euros will announce Mulit-Mode TDMA//GSM/GPRS 800/900/1800/1900/2100 phones.. It will become the most cost effective solution (WDMA) for operators to "extract" revenue from their "3G" spectrum.. So as N. American Infrastructure Providers have been "developing WCDMA, 1xRT, 1xEV, etc.. The Euros Infrastructure Boys have been developing GSM 2100, along with multi-band handsets.. It will catch MOT/LU/ and NT with their Infrastructure/Handset trousers down around their ankles.. And you wonder why the Insiders have been selling as of late!! They knew months ago!! PCSTEL