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

To: Eric L who wrote (11154)	5/30/2001 9:04:19 PM
From: mightylakers	Read Replies (2) \| Respond to of 196720

Eric, Now think about it, you still didn't answer the question, how long does it to develop a chip, how quick you have to be in order to finish ahead of 5100 even though you are a late addition? Yes you can say they are not on the roadmap at that time. But does it mean it is not part of the plan at that time? Again I have to ask you think about the whole process and tell me you really believe Qualcomm can scramble and create a chip on the fly. 3G is about multimedia. 1xRTT is 3G is that not correct? When it is mature, there are still voice side of considerations here at this stage. As you pointed out 5000 is not fully standard complied. And isn't 5105 the first? You still need to verify a lot of things. You are telling me that SKT who has a handset manufacturing facility that supplied them with the first 20,000 MSM5000 driven phones doesn't know what they are ordering. That's exactly the opposite of my point, that is they know what they are ordering. And after changing the strategy they blame Qcom for that as an execuse. Also, how and why did the MSM5105 jump ahead of the MSM5100, in your estimation? If you throw away the assumption that 5105 is a cover up scramble job then I don't think it's hard to explain why it is ahead of 5100. OK, 5100 might be a little late.