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

To: Jorj X Mckie who wrote (113306)	2/14/2002 3:54:44 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 152472

>> 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. Are you here gathering information so you can form an opinion, or have you already done so? If it's the former, I'd suggest you expand your dd to include the underlying technology rather than extrapolating from current market shares. If it's the latter, you're welcome to voice your opinion. uf

To: Jorj X Mckie who wrote (113306)	2/14/2002 4:04:20 PM
From: Keith Feral	Respond to of 152472

Of course I have a position. I am long the shit out of the mighty Q. I love the Asian CDMA axis against the GSM equipment makers that have lost control of mobile markets in every country that CDMA has entered - Korea, Japan, & the US being the biggest so far. More of this is beginning to happen in Latin and South America, Australia, New Zealand, India, Eastern Europe. That is just for CDMA2000. In 6 to 12 months when GPRS networks are upgraded to WCDMA, GSM companies will lose more control of foreign held markets as handset makers in China, India, Europe, the US, Japan, and Korea can all make WCDMA handsets as well. I would rather buy a Samsung WCDMA handset than a Euro WCDMA handset because the Euro companies have never been able to make a successful piece of CDMA equipment in any flavor. Samsung has been making CDMA equipment for over 6 years. By the end of 2002, I would suspect CDMA2000 will have 6 million subs in China. This would be half the number of subs for Sprint PCS today. China is an important market with a potential for 35 million lines. I hope to God that the CDMA licensees in China do a great job shoving European companies out of their market. Same for Reliance in India. Good luck on your trip in China. Sorry for accusing you for having an agenda.