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

To: quartersawyer who wrote (22985)	5/26/2002 3:40:22 PM
From: 100cfm	Read Replies (5) \| Respond to of 196804

chapq-The doubling of capacity means nothing if you don't convince or get more new subscribers to sign on. All you wind up with is more unused capacity. Yes GPRS sucks and all the rest of it, but again if those subscribers that would/could be GPRS don't or can't come to CDMA then it means nothing to us even if GPRS turns out to be the worst wireless technology ever. Technology wise, Q has won, no question, but where are the market share gains where are the TDMA/GSM carrier defections. VZ has not set any fires with their 1X rollout, quite frankly their marketing and choice of applications suck. China is also now a big disappointment, the Chinese are not all flocking to CDMA as we thought and hoped for, regardless of the reason the fact remains GSM is signing up the lion's share while CDMA is left to pick up the crumbs. 3-4 million subscribers by yearend sucks in a country with a billion plus people! Now 1X is suppose to save the day in China, not if they market it like they did CDMA one. I'm hoping Sprint shows them how to do it right. I'm encouraged that KDDI might be stealing market share from DOCO but it has to happen on all GSM vs CDMA fronts not just one. If Q is going to put money anywhere it should have been to get a major TDMA/GSM carrier to switch to 1X. Cingular was a big loss since I believe there was a slim chance of getting them to cross over. Where as AWE would have never crossed, I think if Q offered Cingular the world they would have crossed and AWE would be screwed royally. Now the GSM cabal has strength in numbers even though they are outclassed technology wise. I used to think AWE and Cingular were just a bunch of idiots but now unless I see VZs and Sprints subscriber growth rates increase and AWE and Cingular's decrease then I don't know who the idiots are anymore. So far investment wise it looks like I am. 100

To: quartersawyer who wrote (22985)	5/27/2002 9:39:16 AM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 196804

Verizon seems to be the biggest disappointment in the slow upgrading to 1X now taking place. If there is any single factor that would drag down the growth rate of QCOM earnings, it is the Verizon bureaucratic approach to wireless. In fact, what Verizon is doing reminds me of Kodak and its reluctance to move from conventional film to digital. Everything Kodak does is an attempt to save its conventional film business from digital, which has become far cheaper for the average amateur than conventional film. Because conventional film, processing, and printing is still the major revenue source at Kodak, the company chooses a digital strategy that is designed simply to add value to conventional film (scanning photos, sending email, etc.). Verizon is doing the same thing with its wired phone service--trying to maintain that service's profitability to the detriment of wireless, which would replace a great deal of its wired customer base if implemented fully. I agree with the near term earnings projections of QCOM, which, if it were not for the Verizon bureaucrats, would be grossly understated. Art