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

To: Peter Ecclesine who wrote (26155)	8/28/2002 9:21:11 AM
From: voop	Respond to of 196723

Nice article for technically challenged. I thought the before and after ZIF picture was most interesting. Looks it should provide a competitive advantage. Modoff seems less hostile than usual as well toward Q Voop

To: Peter Ecclesine who wrote (26155)	8/28/2002 1:29:02 PM
From: Eric L	Respond to of 196723

Peter, re: Deutsche Bank on 3G << Maybe this is the same DB Modoff report >> It appears that it is a summary of the May 2002 275-page report that Deutsche Bank had recently published leading to this intro to their rebuttal of and commentary on the 3G Americas webcast: Fortunately for us, we did not accept a number of their [3G America's] claims, which would have also required us to make some serious changes to our 3G report and infrastructure forecast. Nice link. Thanks. That is a pretty nice summary of the report that Deutsche Bank published and I suspect Part 2 will get into the infrastructure side. I now have to do what Maurice taught me to do which is to get out my ruler and measure the subscriber forecast bar charts. <g> - Eric -