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

To: Uncle Frank who wrote (113313)	2/14/2002 4:06:50 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 152472

I have an opinion, as I am sure that you do. My opinion can be changed given the proper evidence. Therefore, I think that it is appropriate for me to post these opinions and engage in discussions about the stock. Can your opinion on QCOM be changed? I would also suggest that it isn't up to you to determine when or under what conditions I am welcome to post my opinion. JXM

To: Uncle Frank who wrote (113313)	2/14/2002 4:18:46 PM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

Frank, Remember the days of the motorola shuffle. "25 million people in the US have analog cell phones, they don't need digital phones." Analog is a better technology than digital. It is almost as stupid as saying CDMAONE is a better technology than CDMA2000 1xRTT, or CDMA2000 1xEV (Rev A or B? Phase 1 or 2? DO or DV?) It doesn't matter, it's all CDMA inside - just with better speed and capacity. Something funny will happen when all the carriers in the world change technology from GSM to WCDMA - they make an indirect decision for their customers. All GSM/GPRS sales will gradually cease to exist. They will be upgraded to WCDMA phones. In 3 years, the GSM sales pipeline will cease to exist. For the time being, the WCDMA upgrade cycle doesn't have much visibility because the market share for 3G WCDMA is 40,000 FOMA customers in Japan. I will be very excited to see what claims the GSM cabal can make next week in Cannes. One Nordic company was cited making thier first WCDMA IP phone call in a lab last week. I hope they have a whole lot more to share. In reality, the GSM community is waiting for Qualcomm to bail them out.

To: Uncle Frank who wrote (113313)	2/14/2002 7:55:22 PM
From: Rick	Read Replies (1) \| Respond to of 152472

The New York Tines today had a extensive series of articles on wireless: HOW IT WORKS Squeezing Ever More From the Cellphone Spectrum By JEFFREY SELINGO "...debates continue over which system is more efficient. Early on, C.D.M.A. promised to carry 27 digital conversations for every analog conversation, but technical obstacles have reduced that ratio to something like 10 to 1 today. By comparison, T.D.M.A. carries about 7 calls for every analog conversation. Rather than adopt T.D.M.A. or C.D.M.A. as a national digital standard, however, the federal government allowed manufacturers and carriers to choose between the systems. That is the main reason that a phone bought from AT&T, for example, won't work on the Sprint PCS network. AT&T and Cingular use T.D.M.A., and Sprint PCS and Verizon use C.D.M.A. The adoption of one standard in Europe — G.S.M., an advanced version of the digital technology available in the United States — has helped spur the relatively smooth expansion of the cellphone industry there, said Roberta Wiggins, director of wireless mobile services at the Yankee Group, a consulting firm. G.S.M. has been adopted by a few wireless companies in the United States, notably VoiceStream, and AT&T and Cingular are planning such a shift as well. "Europe had the advantage because they basically had one standard," Ms. Wiggins said. "As a result, they're further along in technology and coverage." nytimes.com nytimes.com February 14, 2002 Talking More but Enjoying It Less By JEFFREY SELINGO "...The wireless operators certainly present an image of ubiquitous coverage in their advertising campaigns," said Philip Marshall, a senior analyst at the Yankee Group, a market research firm. "But the days are gone when subscribers were more accepting of poor network performance. They have increased expectations because they're more reliant on the phones." Beth Case, a sign-language interpreter in Fresno, Calif., grew so frustrated with her Cingular phone service at one point last year that she stopped her car at a pay phone when she needed directions to a client's home. "It totally defeated the purpose of having a cellphone," she said. Of the 100 calls on her bill one month, she said, fewer than 20 of them lasted for more than two minutes because calls were continually dropped. Ms. Case switched to Sprint PCS in November and said she had had no problems so far." nytimes.com - Fred