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

To: marginmike who wrote (110269)	1/4/2002 3:12:37 PM
From: Keith Feral	Read Replies (3) \| Respond to of 152472

CDMA2000 will have a soft launch in February in the big markets and continue to rollout nationwide during the rest of the year. I think the China rollout for CDMA in the March quarter will sustain Q1 guidance. March rollouts for 1X networks in Japan and the US will sustain numbers for the June quarter. CDMA sales will be kicking ass by the Q3 2002 when CDMA2000 is hitting on all cylinders in Korea, Japan, the US, China, south America. At some point, WLL in Inida is going to be thrown into the equation. By that point, there is going to be visibility for WCDMA in 2003. We are about to enter the sweet spot for revenue growth and EPS growth. I would expect a stock split in the next 12 to 18 months, giving the stock a real chance to see triple digits in that time period.

To: marginmike who wrote (110269)	1/4/2002 3:21:03 PM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

More on the WCDMA rollout. I would expect QCOM to be shipping the WCDMA ASICS in volume by this time next year. At that point QCOM will have increased it's market to 1)low end voice only handsets for South America, India and China, 2)high end color CDMA2000 handsets for Korea, Japan, and the US, and 3)first generation WCDMA models for Europe, Japan, and China. Whatever, the case, the bottom has been put in place for CDMA sales realtive to GSM phones. The upgrade to GPRS is taking place, which puts us closer to WCDMA (with or without MSM6000 multi mode chipsets).