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

To: taylorfife who wrote (95403)	3/8/2001 8:42:46 AM
From: David E. Taylor	Read Replies (3) \| Respond to of 152472

A.M.: Sounds to me like a short term negative for QCOM on two counts: (1) The GTE network was CDMA and will be switched to GSM, so there'll be no near term CDMA revenues from this carrier. (2) There's been some speculation in the past 6 months that a major US carrier, possibly Cingular, the BS/SBC wireless venture, would switch over to CDMA. Doesn't look on the cards with this announcement. Longer term, since they're abandoning TDMA if you believe this article, AT&T will be left as the sole major US carrier still pushing TDMA, and eventually, all paths lead to CDMA or WCDMA. David T.