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

To: slacker711 who wrote (101847)	7/19/2001 3:27:07 AM
From: elmatador	Read Replies (1) \| Respond to of 152472

Having missed the gravy train of the wireless buildout of the last 10 years, being from a country which has not been taken over by wireless as Asia and Europe, poses a problem for QCOM. and the Europeans wireless vendors should have managed better the extension of the wireless build out once GSM hits the wall. But perhaps the ego of Jacobs got under way. Perhaps it is more a matter of personality than the actual issues at hand. What if Jacobs find a successor that could put QCOM in better business terms with the Eurovendors and make use of QCOM technology? Eurovendors have to recognize that they have to cough up money for the patents and QCOM have to recognize that it needs the Eurovendors to build its technology into network products. Pretty soon someone will come from behind and will take the business that is to had, both from QCOM and from the Eurovendors.

To: slacker711 who wrote (101847)	7/19/2001 12:08:21 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

Some comments/highlights of the PCS quarter.... - Net adds were above expectations. However, since churn was only 2.2% (vs 2.5% last quarter), gross adds were probably a little lighter than last quarter. - They obliterated the expectations for EBITDA. Much of this was probably due to the lower churn rate. - MOU topped 8 hours. This is incredible growth. They were close to 6 hours in the 3Q '00 and 7 hours last quarter. Hopefully, this growth in MOU will start emphasizing the capacity advantage of CDMA operators. - They mentioned a couple of times that the 1x infrastructure deployment had already begun and that it would be completed by the end of the first half of '02. However, I didnt hear them reiterate their schedule for the 1x handset roll-out. They never mentioned their fall '01 target date. I might be nitpicking but I wonder if that was on purpose. The lack of questions really limits the amount of information that can come out of these calls.... Slacker