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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (10881)	5/23/2001 6:41:42 PM
From: foundation	Read Replies (1) \| Respond to of 196989

We believe LG (using QUALCOMM’ s MSM 5100 chips) and Ericsson (using QUALCOMM’s MSM 5105 chip) are making good progress and will be early competitors to CDMA market leaders Samsung, Motorola, Kyocera, and Audiovox (in the U.S.). Nokia continues to be a laggard in CDMA and is likely to use Telson’ s products in the short run to be competitive in 1XRTT. ---------- So - the 5100 surfaces in production..... cool.

To: slacker711 who wrote (10881)	5/23/2001 7:07:45 PM
From: David E. Taylor	Read Replies (2) \| Respond to of 196989

Slacker: Network operator deployment of 1XRTT may be slower than some believe – We continue to believe most of the base stations put into service before 1999 will need to be replaced as 1XRTT is deployed on CDMA networks. This will likely keep the growth rate for 1XRTT more modest through the first half of 2002. Could GPRS steal the global packet data spotlight from 1XRTT? – GPRS remains a less-costly nationwide packet data coverage technology for cash-strapped European operators than 1XRTT will be for North American operators who need to do some base station swap-outs (above). 1xRTT more expensive for US operators to implement than GPRS will be for Euro operators? That seems to contradictory of much of the discussion and posts on these threads for the past year. Comments? Just Hoffman and his anti-CDMA bias again? David T.