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

To: Ramsey Su who wrote (28025)	10/21/2002 10:39:20 AM
From: qveauriche	Read Replies (1) \| Respond to of 197214

Ramsey- We get the subs out of Japan broken down by carrier each month. I have never been able to find any 1X sub #s on either PCS or V. What exactly do you know about Vision subs, and so the rest of us can access it, where are you getting the information. Best regards.

To: Ramsey Su who wrote (28025)	10/21/2002 11:53:01 AM
From: kech	Read Replies (1) \| Respond to of 197214

Ramsey - I thought your major complaint with PCS corn brains was that they weren't pushing the capabilities of 1X aggressively enough. Now they have unlimited data on phones and PDA's for $10. But now you seem to want them to increase ARPU and make profits. So what is it that they are doing that they shouldn't do and what shouldn't they do that they are doing (in order to no longer be corn brains)? (Apart from adapt BREW). Tom

To: Ramsey Su who wrote (28025)	10/21/2002 12:44:34 PM
From: RalphCramden	Read Replies (1) \| Respond to of 197214

When China has millions and millions of CDMA subscribers, and billions and billions of CDMA equipment invested, then their threats to drop CDMA are less and less frightening. Because the cost to them of dropping it becomes very high. This, I think, is why they jerked QCOM and US around for years BEFORE deploying. Because they knew that once they dropped their dimes on the system the political football would be toast. (I believe the best analysts like to mix metaphors, I am emulating them.) To the moon, Ralph