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

To: waverider who wrote (113408)	2/15/2002 4:32:13 PM
From: Caxton Rhodes	Read Replies (3) \| Respond to of 152472

wr – Here is what you said: 1x is a dream before its time. Basically consumers don't give a sht.* There is no basis for those statements. You have no idea what consumers will give a shit about. They care about their wireless bills and if the increased capacity of 1X gives them more minutes for the same price, they care. If they want to use data at a decent speed, they will care. How big a factor those will be will not be known until those networks are launched this summer. The point is, the dream is fading and until we see SOMEONE roll it out big time (or when someone knows it will), You doubt the summer nationwide launch by PCS? Is Valente a liar according to you? Go ahead doubt it, its happening. VZ should also be nationwide by fall. QCOM will continue to sell off. And the sell off is what matters here assuming stocks are held or bought to make the investor money. Making money...THAT is what investors give a sht about.* You changed the subject here. QCOM may or may not sell off from here, it’s hard to tell, big hammer last Friday signals a bottom. Since we failed to break out of the down channel this week, the downtrend is still intact. I’ll bet you Friday’s low is the bottom though, but I might lose that bet. While everyone is so depressed and Mr. Market has declared “wireless dead” there are many, including myself, that believe that wireless is far from dead, and the migration of the wireless world to CDMA is in its infancy. The existing cdma operators are golden with their low cost upgrades to data and additional capacity. The GSM and TDMA guys are not so lucky, all upgrades lead to CDMA. The question is when. If none of them upgrade for five years, this will significantly hurt qcom in the short term. But there are lots of interesting things that could happen at anytime. Caxton

To: waverider who wrote (113408)	2/15/2002 4:37:32 PM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

Wave - you obviously have no idea what you are talking about. 1X has been hyped for 2 1/2 years. <gg> It sucks having to look at all the great phones that SKT customers can buy in Korea. If you were around for the first product transition from analog to CDMA digital, you would realize that waiting is part of the game.

To: waverider who wrote (113408)	2/15/2002 5:09:22 PM
From: idler	Read Replies (2) \| Respond to of 152472

wave -- I don't resent your pessimistic comments. You have a right to your opinions, you may even be right, and the debate is worthwhile. At least you're not nasty, which is more than I can say for some people. However, it's easy to be pessimistic in a down market. I don't think 1x or 3g or whatever will take off until there is one or more applications that the consumer finds so compelling that, basically, no one will choose to live without -- like the cell phone itself, or e-mail -- i.e., the "killer app." My bet is that GPS may well be that killer app for the consumer: if you have a choice of a phone that can tell emergency services where you are within 10 meters, or a phone that cannot do so, you will buy the GPS phone. May or may not be that big, but I think it will be big. In the long term -- i.e., 3-4 years out -- you will almost certainly be wrong. But where we go in between now and then, I don't know.