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

To: Eric L who wrote (119317)	5/25/2002 1:21:39 PM
From: limtex	Read Replies (1) \| Respond to of 152472

EL - Well that is a reality check that is hard to argue with. So what, were we all blind on the 5th December and now we see the light? I am trying to understand how there is a change that has halved the stock value in four months when OK at least the fundamentals have improved. Just one for example and albeit a very good one the KDDI number. That to me is the most significant number we have seen for a couple years. It shows what 1X (neascent 1X at that) wil do to competition. Sooer or later hopefully on July 15th 1X will open in the greatest market in the World. My family are wating for PCS to openm up and till then we are holding back from replacing our ancient Thinphones. PCS are keeping us wating and I guess we aren't the only ones. We will be dogged in our commitment to wait for PCS will will not give up no matter how long they force us to wait. We will be PCS customers for the new PCS 1X handsets no matter whay obstacles PCS throws in our way. It is only a matter of time till the prevarication ends and we are determined and if it costs extra well so be it. There now. So now we have India, China, Korea, Japan, Australia, NZ, Russia, parts of Central and South America, all deploying 1X and the europeans going to slowly deploy w-CDMA in the fall so what has gone so badly so as to collapse the stock by 50%? I still see no adequate explanation other than the prevailing mood of iconoclasm that is a wet blanket over the whole US investment industry and the belief that Q is somehow or other in the same boat as NOK and ERICY. BEst, L