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

To: Caxton Rhodes who wrote (113414)	2/15/2002 4:42:58 PM
From: waverider	Read Replies (2) \| Respond to of 152472

Well, O.K. We will see about the bottom thing. But this issue of consumers and rollouts is yet to be resolved. We've heard so many promises for so long that it is a little difficult to just accept new ones...regardless of how one feels about Valente. They've got major earnings and debt problems which the market is obviously worried about. Consumers, from my perspective, will not flock to this 1x thing in the volumes you are hoping. Regardless of the increased minutes we've seen being used the bottom line is that the big growth rates are slowing down. Everyone who really wants a cell phone has one...and some are slowing down their usage as I have mentioned here before (well, OK, me and three of my friends isn't a big sample, but every minute counts, eh?) There will be a lot more bumps ahead. Waiting for $26...and not because of a split. Good luck to you. wr

To: Caxton Rhodes who wrote (113414)	2/15/2002 5:23:19 PM
From: limtex	Read Replies (1) \| Respond to of 152472

CR - Seems t0 me that the Q issue is no irretrievably tied to the wireless SPs and they are simply imploding. What we saw happening to the fibre optic industry and the telecom equipment industry is now happening to the entire wireless industry. Nothing to do with the Q basically. Remember Dec 6th, that was the day that this crash in wireless started. There was an anouncement from Radio Schack to say that that handest sales were going to dissapoint and that was it. Litteral fortunes have been washed away since Dec 6th and it seemed to me and still does that some people had really really amazing insight to be able to interpolate that as a miss for the Q as well but they did and they were right!!!!. Now it loooks to me like someone out there seems to think that the rot in the wireless industry hasn't stopped in fact from the nonostop carnage that is going on it seems to me that whoever is taking these sell decsions and they must be big must have made their minds up that more dissapointments are on the way. We are half way through the qtr and maybe more so depending on the regular order shift from one end of the qtr to the other. What I am saying is that my interpretation of this level of carnage is that news of dissapointments must be percolating through the investment world. This is too big for it to be ignored and it just seems like big guys getting out. As for 1X it is going to go fantastic. Not worried about it in the least. Loads of new seriveces waiting to get out there all of them huge. Poisition location combined with web that alone is massive and it is on the bottoem rung on the 1X ladder....can't wait. Also the greatest country for 1X is the US above all other countries. Just over four months to go. Best, L

To: Caxton Rhodes who wrote (113414)	2/16/2002 5:55:02 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Caxton, when there's a price war and subscribers are all wanting 1000 minutes a month for $20 or so [including long distance, free voice mail and stuff], how the heck are the GSM networks going to deliver that many minutes? There's going to be mayhem in the markets and CDMA will win. It's been a long time coming, but at last the price wars are starting and efficiency and capacity in networks will matter and so will functionality of devices [such as delivering cyberspace at high speed and a low price]. Subscribers will buy handsets with QUALCOMM ASICs by the six-pack. A minute price war is good for QUALCOMM. So is a functionality war. So is a handset war. I love price wars! Mqurice