Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (70100)	2/22/2001 11:14:57 PM
From: Les H	Read Replies (1) \| Respond to of 99985

Qualcomm (CDMA-2000) vs. Alcatel (WCDMA) - delays in European 3G news.ft.com

To: Ibexx who wrote (70100)	2/23/2001 3:36:04 AM
From: marginmike	Read Replies (1) \| Respond to of 99985

IBEX, Irwin Jacobs has said the bigest threat to Qcom is the delay of 3G services in any way. It is you who doesnt understand the ramifications of delay's in 3G buildout's. It has been Qcom's policy not to diferentiate between WCDMA and CDMA2000 because royalty rates are the same for both. This announcement though not unexpected is a blow to Qcom despite your witty analyisis. If your lucky it's the reason stock got pummeled today, and Qcom will bounce back with Nasdaq. It aint the end of the world, but teleco's have no money to buildout 3G. If China buildout has any delay Qcom stock will plummet now, because it is the only hope to maintain earnings going forward until 3G does get built.