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

To: Wyätt Gwyön who wrote (116817)	4/18/2002 8:25:02 AM
From: Mike Torrence	Respond to of 152472

"i can't believe my calculator cost more than rob v's phone. grrrr..." You ought to check to see if Nokia makes calculators. They won't work but they're probably colorful and very inexpensive.

To: Wyätt Gwyön who wrote (116817)	4/18/2002 8:30:13 AM
From: Jeff Vayda	Read Replies (2) \| Respond to of 152472

Mucho, re i can't believe my calculator cost more than rob v's phone. grrrr... And you still harp on Qualcomm? Nokia is giving phones away and still cant keep the channels open and growing. You selected to discount the 60-70% replacement rate KDDI reported. I take the opposite view. Replacement phones mean that the new system provides features current users are interested in spending money in order to gain access. The new units are not just another phone, they represent an advance over the previous models - an advance worthy of paying money. Nokia can not make that claim. People dont feel the need to buy a new phone to get the latest form factor Nokia's marketing department has deemed to be in vogue. When people start upgrading their current phones for ones with increased capability, they will show it off to all their friends. Then the friends buy one when they see what advantages the new units hold for them. You also mention that you would not extrapolate Japan/Korea to world's other markets (like the US). On the contrary again, if you look at the technology - not necessarily the demographics of the application, I think you will find Japan has lead the introduction of every new consumer electronics technology of the past 30 years. Jeff Vayda

To: Wyätt Gwyön who wrote (116817)	4/18/2002 10:59:00 AM
From: qveauriche	Respond to of 152472

Mucho-Replacements are irrelevant to the point I'm making, which is the consumer acceptance of 1x. You are right that a month is only a month, but it is still a very impressive number compared to FOMA uptake. Fully realize you have your valuation bear arguments that even presume the success of1x. My post wasn't directed at that. Enjoy the day.

To: Wyätt Gwyön who wrote (116817)	4/18/2002 11:05:55 AM
From: H. Bradley Toland, Jr.	Read Replies (2) \| Respond to of 152472

Mucho, you can ease your scepticism about the Q's royalty rates by going out and buying a few shares of NOKIA. Seriously, the Q's patents probably won't expire in your lifetime, so stop fretting, buy some ERICY stock. Oh yes, and about KDDI, as I've said before, it's going to be very interesting to see a real 3G system up against GSM (psyeudo WCDMA). I expect monthly comparisons will eventually force NTT to opt for the better CDMA system, or really loose mkt share. Time will tell, and I think it won't take more than about 12 months to get the picture. But whatever you do, don't buy any QCOM stock, I'd hate to see you loose money. regards, bt