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

To: marginmike who wrote (105914)	10/4/2001 10:04:14 AM
From: slacker711	Read Replies (1) \| Respond to of 152472

I wonder if NEXTL decision could impact next quarter's chip sales??? No....my memory is that NXTL didnt plan on rolling out 1xrtt until '03 (I havent been able to find confirmation of this date yet). This would have started showing up with CSM sales in the second half of next year. In the short term, the Radio Shack numbers are more important than Nextel. In the medium to long-term, Qualcomm needs a successful W-CDMA launch. The sales news have been pretty good but I havent heard much about the reliability yet. Slacker

To: marginmike who wrote (105914)	10/4/2001 11:03:56 AM
From: idler	Read Replies (1) \| Respond to of 152472

it seems that what is happening is that some carriers, like Cingular and Nextel, who do not have existing IS95 infrastructure, are deciding there are no existing killer apps for high speed data and that it would be more cost-effective for them to just upgrade their existing network to try to get more voice capacity, which they know will be in demand. ultimately, I think this will go to the question we've been debating -- are there any real 1x killer apps that will emerge (quickly) once 1x is implemented by Sprint and Verizon? if so, we may not have a long-term problem; if not, we're in big trouble. it seems we're at an extremely difficult cross-roads for "long-term" investors -- whether there really is a big enough income stream from 1x, and the timing of it.