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


To: Wyätt Gwyön who wrote (110384)1/7/2002 3:16:06 PM
From: engineer  Read Replies (1) | Respond to of 152472
 
Unless they have RadioOne and they make the handset ALOT cheaper than GSM and then it is GSM which has shot itself in teh foot by advertising that they can replace it with WCDMA, which they can't make.



To: Wyätt Gwyön who wrote (110384)1/7/2002 3:27:16 PM
From: carranza2  Respond to of 152472
 
China is one of the most unpenetrated markets in the world with one of the fastest growing economies. The prospects for long term growth are extremely good, though it may take place in short term fits and starts.



To: Wyätt Gwyön who wrote (110384)1/7/2002 4:09:11 PM
From: Getch  Respond to of 152472
 
As far as your thought thought China is overhyped, compare the opportunity for Q in China to that which they had before, zero. Until now, there was no CDMA in China, tomorrow a nationwide network goes online that was installed in less than one year. The ramifications go well beyond China. Without CDMA in China, the ability of CDMA carriers in other countries to market their services in an ever shrinking world (roaming) was diminished. No, Qualcomm will not take over China in a matter of weeks, what matters is that now they are in the game.
Also, I do not recall any earnings projections from any source that have included a large impact from China in the near term, only your comment.



To: Wyätt Gwyön who wrote (110384)1/7/2002 5:46:08 PM
From: brian h  Read Replies (2) | Respond to of 152472
 
To see is to believe. Go fly to China and spend some money. Then tell me your Confucious story again. Without a war or a political unstableness, China is catching up fast with or without US. Yes. It is over hype. But foreign investments are real and a huge market can not be denied.

It is worthy seeing it than claiming you doubt about China CDMA market.

Just check Korea and Japan. And compare the size of these two countries with China's costal areas. And you will not say the same 200 million people story again. South Korea has about 47 million people. Over half of them using CDMA phones. The majority of Koreans are not middle class either. How come? People need them. And Government help them to own cell phones. China is doing the same thing to its people.