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

To: limtex who wrote (99049)	5/12/2001 2:49:15 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

Since WCDMA wont be ready for 3-5 years that doesnt bode very well for Qcom. Its not the Tech that matters but the speed of its adoption. irwin has made this clear. It is my biggest concern for Qcom

To: limtex who wrote (99049)	5/12/2001 3:34:32 PM
From: S100	Read Replies (1) \| Respond to of 152472

I noticed that whenever the head of Nokia talks about CDMA, he seems to ramble on with lots of umms, errs and ahhs. At first I though it was an ESL problem, since his native language may be Finish and he was addressing a group in Germany using the English language. However, in other parts his presentation, he did very well. I suspect, when talking or thinking about CDMA, his vital signs show signs of stress, including increased heart rate, blood pressure and sweating. His voice also seems, to me, to show some stress at those times. This seems to indicate that they feel that CDMA is important and also that they are finding it difficult. Or is it that QCOM will not roll over for them? They seem to find so many things wrong with IS-95, everything but Nokia, of course. Seems the spec is not "robust" plus whatever else. I do not have a copy of the IS-95 spec, but have the CDMA2000 spec and part of the WCDMA spec in binders. The CDMA2000 spec fills about 1 foot of binders. The WCDMA spec I have is about 8 feet long and that is only part of it. I understand it is growing as I type. I hope they find the WCDMA spec to be more to their liking and "robust". Something for everyone in it with lots of parameters to tweak. Wonder what the hold up is on GPRS? Does it work vertically but not horizontally? Perhaps the spec is not "robust" and everyone is out doing their own thing? Another WAP in the making? I wonder if Echelon and Carnivore are finding the words "WCDMA", "base stations" and "synchronization" showing up on the list of words with the greatest increase in usage in overseas phone calls and emails in the last month or so. Lots of spooks wondering what is going on, looking these new words?