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

To: waverider who wrote (113416)	2/15/2002 5:14:33 PM
From: Caxton Rhodes	Respond to of 152472

Watching those channels is the key with qcom, not the price. Regarding delays, yes they have occurred, but it appears that launches are now set in stone. Plus you got to realize that PCS and VZ are now in a race. Additionally, China was a year later than we wanted, but the network IS launched. Regarding what I expect with 1X: At worst, 1X will increase the replacement rate. Three reasons. 1) cooler color phones 2) Higher than dial up speeds, for modem cards, PDAs, and of course phones 3) PCS and VZ will want rapid uptake of 1X for capacity reasons and may offer some good deals to get users on the new phones. And as two more side notes, 1) Q should retain a higher p/e than it would first appear. Half there revs come from royalties. 2) QCOM has the opportunity to go after the entire wireless market which is the other 75%. Caxton

To: waverider who wrote (113416)	2/16/2002 6:02:04 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Surfer, <Consumers, from my perspective, will not flock to this 1x thing in the volumes you are hoping. > Your perspective obviously doesn't include Korea. They are in fact flocking to 1x thing in the volumes hoped for. They are not doing that yet at Sprint because there is no 1x network available. Verizon's has just started. Minute usage is increasing as minute prices drop. Replacements of handsets are rapid [annually for teens to 3 years for crusties in their baby-boomer last hurrah]. There's no slow down [though there is in the GSM markets which are mature and going obsolete]. Mq