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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Andrew N. Cothran who wrote (21984)	4/30/2002 9:52:07 AM
From: gdichaz	Read Replies (2) \| Respond to of 196989

Andrew: Beautiful. What a wonderful fun response. The point of course is that very few people have any clue what Qualcomm is doing with its investments. Mike does certainly. For others, the company has made very clear what its priorities are. Given the way the "world", i.e. the Europeans and the "powers that be" in the FCC and the US "big boys" play, there has been no choice but to use the limited resources the Q has to target markets and to get CDMA in action. So far the success has been mindboggling. For example, the purchase of Snaptrack was right - right time right method. And the position location system that Snaptrack provides makes other systems pitiful by comparison. A major coup for Qualcomm. Qualcomm has come from zero to beyond 10% worldwide. And outside of Europe where the shoot itself in the foot EU has kept CDMA One out, there is a major move toward CDMA as the wave of the future. What will be great fun will be the attempt the EU will make to keep Qualcomm out, completely out, absolutely and totally for Nokia et al, and Western Europe will watch the rest of the world go by - good by. And in the real world (outside the European moat) we will see what happens. All the nonsense about what has happened in the past is just that - the past. Looking ahead, China has every incentive to move to CDMA. India also. Japan will do so. So what is left for GSM? Could it be the dregs? Time will tell. Best. Chaz PS You may have meant your reply to be here, but it was on G&K. There I am Cha2.