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

To: The Verve who wrote (103492)	8/31/2001 11:24:04 AM
From: DWB	Respond to of 152472

If Brew takes off, and is incorporated into all those handsets, and QCOM gets 10% of the transaction price (I think I've seen that somewhere...) how much does that add up to on a billion handsets? DWB Q.06K/Y2K+1 Q2.5K/Y2K+5 (long way to go...)

To: The Verve who wrote (103492)	9/1/2001 1:54:46 AM
From: tradeyourstocks	Respond to of 152472

is one billion doable by 2010? It's almost impossible to predict the number of units for 2010, but we can certainly make a case for one billion. The UMTS forum itself predicts significant growth in 3G to start in 2006. This can only be accomplished with multimode CDMA/GSM handsets. So, if you believe at all that 3G will be able to offer compelling services by 2006, then it should be no big stretch to conclude that most if not all handsets sold from 2006 will include a CDMA mode. Irwin Jacobs once said that "the first one billion handsets sold in the world will be mostly GSM, but the next one billion will be mostly CDMA". I also wouldn't discount the potential for all the other (non-handset) devices that will include a CDMA air interface at some point. These have been discussed here many times. MicroE