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

To: Stock Farmer who wrote (114103)	2/22/2002 10:40:54 PM
From: Keith Feral	Read Replies (2) \| Respond to of 152472

100% of the wireless subs that are upgraded from 2G wireless networks like PDC, GSM, and CDMA to PDC/WCDMA, GSM/UMTS, and CDMA/CDMA2000 3G technolgies will generate royalties for Qualcomm. 100% of the CDMA2000/WCDMA/BREW customers will generate revenues for Qualcomm. Qualcomm has 80% of the current CDMA2000 market. We'll have to see what market share Qualcomm can grab for WCDMA. The gains in infrastructure wins for non-vertical manufacturers (everyone except Nokia) will be able to use Qualcomm's ZIF chips for GSM/GPRS/WCDMA. 100% of the 3G phones will use 3G chipsets. Qualcomm will make chipsets for CDMA2000 and WCDMA. 100% of the companies making CDMA products have PAID licensing fees. I think we have crossed the inflection point between licensing fees and royalties.

To: Stock Farmer who wrote (114103)	2/23/2002 3:15:37 AM
From: Peter J Hudson	Read Replies (2) \| Respond to of 152472

John, Since QCOM has been a publicly traded company they have devoted all of there resources towards developing and promoting CDMA technology. QCOM has succeeded against tremendous odds in establishing CDMA as the fastest growing 2G wireless technology and the basis for all 3G wireless networks. All major wireless manufacturers have purchased royalty bearing licenses to use QCOM technology. All major wireless carriers worldwide are migrating to some form of CDMA. The R&D expenses, legal expenses, promotional expenses and flights of folly have burned a tremendous amount of resources, but Qualcomm now has no debt and a couple of billion in cash. Competitive position is the shareholder value that Qualcomm has created. QCOM is now in a position to capitalize the competitive advantage they have created. Let's hope the world economy doesn't screw us all! Pete