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

To: kech who wrote (103505)	8/31/2001 4:36:51 PM
From: pcstel	Read Replies (1) \| Respond to of 152472

Tom: "I see your point that the rate of upgrades might slow down in general, and firms might try to keep the GSM/GPRS version longer rather than actually invest in the W-CDMA part because of capital shortage." And that would be bad for QCOM.. Picking up a couple of LA TDMA operators in exchange for the loss of worldwide WCDMA upgrades is not a pleasant thought when it comes to royalties, ASIC sales, etc. And firms who keep the GSM/GPRS networks operating on existing frequecies 900,1800, (Which I thought that was the plan anyway). Might decide that GSM/GPRS on 3G spectrum is the most cost effective route for their business operations.. Then it is a "massive net loss" in royalties for Qualcomm. PCSTEL