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

To: elmatador who wrote (101848)	7/19/2001 8:59:34 AM
From: Kent Rattey	Respond to of 152472

Europe is as important to QCOM as it was to MSFT; it wasn't. My wife used to work for IBM and we always used to laugh about Europe and OS2. Finally, IBM just stopped making it. Asia is well on board. Cambodia and Thailand confirmed just yesterday. CDMAone or 2000 networks have been announced or are operating in China, Japan, Korea, North Korea, Vietnam, Indonesia, Mongolia, India, Cambodia, Thailand, Australia and New Zealand. The Euro vendors are outsourcing to the Korean and Asian vendors, which like the operators, are also well on board. Spectrum is rare in the US and 1XRTT will carry the day, with or without AWE and Cingular. VZ, Sprint, Nextel and Nextwave will cannibalize them. If someone is going to come in a sweep the industry with new technology, they better hurry up. It takes forever to get through the ITU, and I assume you are aware of the cost of the infrastructure, and what it takes to displace it. Highly unlikely, IMO. A superior technology will face the same mountain CDMA has. As with Windows, Europe will be the last to fall, but they will fall.... I don't see they have a choice at this point. That have to put something in that cheap spectrum.