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

To: Wyätt Gwyön who wrote (122283)	7/26/2002 9:45:58 AM
From: qveauriche	Respond to of 152472

Why? Because the Europeans current public position on the issue? How much weight does that deserve? One comment during the call last night referred to the scarcity of dollars for capex in the sector and the consequent neccessity that the carriers get the biggest bang for their buck for every capex dollar spent. This comment would seem to be more true for Europe than for any other part of the world. 8 years ago CDMA itself was a pipe dream. 5 years ago the notion that CDMA was technologically superior, and would permit a seamless evolution to 3g in a way that GSM never could, was a pipe dream. As recently as early 2001. most of the investment community still viewed QCOM's IP claims on WCDMA as a pipe dream. As early as yesterday morning, the suggestion that 1x would be succesful in a way that other 3g rollouts would not was, apparently in the view of most analysts, a pipe dream. Now GSM1X in Europe is a pipe dream. If events continue to unfold as they have, that pipe dream may be the only thing between alot of those European carriers and bankruptcy.