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

To: Pierre who wrote (94727)	2/27/2001 12:36:01 PM
From: wllm	Read Replies (1) \| Respond to of 152472

"Where are the revenues" seems to be the lament of the Euro telecoms. Dr. Jacobs showed them how they can use CDMA to generate revenues now. And Dr. Jacobs has also been putting a lot of emphasis on how the same infrastructure can deliver to a FIXED site at a rate competitive with DSL or cable modems. Since Europe has a much lower home internet penetration rate than the US, and I presume DSL/cable is less available there than here, he is really offering them a double opportunity to deliver high speed internet both to mobile and fixed customers. How they can resist puzzles me.

To: Pierre who wrote (94727)	2/27/2001 1:40:43 PM
From: grinder965	Respond to of 152472

Pierre, Great write-up although I suspect much of the damage to the wireless sector has already been done. Two other less significant but important events that could serve as a catalyst are, 1) Nextel embracing some form of CDMA as their choice for going forward (as opposed to the GPRS/W-CDMA route) which would pretty much solidify things for the CDMA2000 camp in North America, and 2) India which seems to be serious about bringing some of their 1.0 billion people into the telephony world by going with lower cost CDMA WiLL systems. The GSM camp has simply not been able to offer cellular services that are affordable for many in India and the recent events there coupled with the government rhetoric suggest that this is much more than a ploy to bring the GSM Cellular providers in-line. Of course both of these events may be a ways off. IMO the single largest event that could change the balance of power as it relates to CDMA2000 vs. W-CDMA is an aggressive build-out in China. No doubt about it though, Europe is in a pickle and the Q is in an enviable position of being able to play it both ways. If the GSM Guild (specifyically the equipment & handset providers) has intentionally engaged in delaying the rollout of W-CDMA, it will come back to haunt them in a big way. Regards, Mike

To: Pierre who wrote (94727)	2/27/2001 1:50:59 PM
From: idler	Read Replies (1) \| Respond to of 152472

As far as I know, Qualcomm's revenue projections in the near term have not factored in any revenues from WCDMA, as opposed to CDMA-2000, nor have any analysts factored in revenues from WCDMA into their revenue models. However, it seems clear that the market value of Qualcomm did anticipate revenues of some sort from WCDMA; the question is how much?

To: Pierre who wrote (94727)	2/27/2001 4:24:50 PM
From: pcstel	Read Replies (1) \| Respond to of 152472

Pierre:<It seems the reality of a 3G delay in GSM land is beginning to settle in.> Wrong, Wrong, Wrong!! The 3G Delay reality settled in GSM land many, many months ago!! 3G is delayed, because their is "no standard" yet!! There is "No standard" because they (the GSM Nazi's) don't want their to be a "Published Standard".. As WCDMA is delayed.. They sell "More and More" GSM equipment.. "Including GSM 2100".. In addition, they will continue to cast as much doubt "the necessity" of Qualcomm IPR until they bring Qualcomm stock price down.. Significantly Then when they have acomplished that task.. They will BUY QUALCOMM and resulting IPR!! IMO! PCSTEL