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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 (12240)	6/29/2001 10:22:02 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 197001

<That’s the forecast you measured on the screen with your ruler, that said CDMA subs (exclusive of WCDMA would reach 400 million by 2005 end, compared to the 365 million EMC is now showing in the Qualcomm slides. That far out, of course, is crystal ball voodoo.> It suddenly occurred to me that cyberspace is indeed a matter of peering into a crystal ball. Many of us do it for hours. The future is indeed murky in the ball. But it is alluring. Graphs on the screen, with projections to the sky for Amazon, Yahoo! Globalstar, Lucent, QUALCOMM, Ericy and a lot more besides were just crystal ball fantasies. It's back to the daily grind out in 3D reality now, with icky, sweaty, grumpy customers buying stuff, or not buying it, depending on how they feel at the time. I like the 1 billion prophecy in the next couple of years. Eventually, they'll nearly all be CDMA customers [2010 or thereabouts], with another billion as well. From this side of the crystal ball. Mqurice PS: It's a beautiful, sunny, warm, 3D winter's day, so I'll try that out

To: Eric L who wrote (12240)	6/30/2001 10:28:32 AM
From: jackmore	Respond to of 197001

Re: Comparative Subscriber Growth This should not be surprising given GSM's much larger base. We are still in a voice centric wireless world. This macro trend can be expected to continue for some time yet, IMO. The coming discontinuity is data. At least that is what us QCOM holders are betting on, right? CDMA is not likely to take away any subs from GSM until wireless data becomes the new new thing. This is why the Guild stays their course. It is also why Q has to execute on 1X and spur development of applications. They have to WIN the market! While Q seems to be doing a lot of the right things to make this happen, I wish it all would move along faster. Dr. J is not getting any younger (and neither am I). I know...patience, /jack