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

To: RalphCramden who wrote (28853)	11/13/2002 10:55:17 AM
From: GO*QCOM	Read Replies (1) \| Respond to of 197016

"I am pretty concerned that it is not a growth company anymore" QUALCOMM has 80 percent of the world market to conquer that will be NEW buisness.If that is not growth potential what is?

To: RalphCramden who wrote (28853)	11/13/2002 12:03:32 PM
From: foundation	Read Replies (1) \| Respond to of 197016

Dividend or buy back? Guesses on GSM1x? Screw the dividend. Authorize a buy back, and leave it gather dust. Fund a US do network with carriers, ISPs, MVNOs and NextWave's spectrum. Regarding the GSM1x trial, the smart money appears to be on Unicom. I think it's MII and Mobile. If for no other reason, Mobile trialing GSM1x would be a powerful bargaining chip with the 3GSM guild and wCDMA. And there is no hurry with a possible wCDMA upgrade - so it's a good strategic use of time. Also, Mobile can cover its bases in the case that wCDMA's prospects continue to languish. I also recall comments by IJ - I think early this year - to the effect that Unicom was not a GSM1x candidate. I can't fully understand why - with upgrades and continued buildout of its cdma network and resultant capacity - Unicom would see the overlay as best use of funds. The multimode handsets due mid year 03 may provide sufficient integration - without the overlay infrastructure expense. Rudimentary services may be dedicated over time to the legacy GSM network, and used to fill in coverage holes in a fashion similar to AMPS in the US.