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


To: Keith Feral who wrote (113305)2/14/2002 3:33:41 PM
From: Jorj X Mckie  Read Replies (2) | Respond to of 152472
 
I have no clue if Jorg has an agenda

I do not currently have any position in QCOM, short or long. I traded QCOM a couple of weeks ago on the short side based on technical analysis. My "agenda" is that I am stating my opinion based on my knowledge. I may be completely wrong, but I do have the right to voice that opinion.

But since you are bringing up an "agenda", which is really an attempt to question my integrity. Are you claiming that you don't have an agenda? Let me guess, you have no position in QCOM and all of your bullish opinions have nothing to do with the hope that QCOM will go up again.



To: Keith Feral who wrote (113305)2/14/2002 5:25:44 PM
From: Rajala  Respond to of 152472
 
>CHU will have a 35 million line CDMA2000 system by the
>end of the year. The only question is where will they get
>all the handsets.

Tsk, tsk Keith. Not so fast. The question is not where they get all the handsets, the question is where they do get the subscribers.

Their CDMA business model relies on postpaid subs. However, of their million plus subs a month a large majority is prepaid. Which, therefore, can be expected to go GSM way.

Of the rest, premium users as they are, they are likely to have a phone already. Which phone is it? (hint: GSM)

So the reasons for them to swop to CDMA? Now you really have to rack your brain.

- rajala