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


To: marginmike who wrote (95439)3/8/2001 12:51:49 PM
From: Claude  Read Replies (1) | Respond to of 152472
 
MM,

Appreciate that. OFDM- I have been watching somewhat the developments in this space and trying to get a handle where its market meets QCOM's. Do you really think that with the money spent on spectrum and the plans in motion let alone the years of standards work that there is really any other choice for 3G but CDMA? OFDM has some good backers (CISCO and NOK come to mind). Would be interested in your thoughts on where OFDM threatens Q the most.

I am not trying to be a perma bull either - just trying to illicit some good convo. Am being quite careful for the last month and mainly being cash (after watching mucho bucks drain away). A very good object lesson that I required. I have reentered Q a little and am watching and waiting.

Claude (rhymes with TOAD)