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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 (31741)	1/26/2003 12:16:35 PM
From: Ramsey Su	Respond to of 197244

THE BEST IS YET TO COME - PART III The GSM carrier who is testing GSM1X has yet been identified. The only know that it is one of the top 6 (or was it 5) in the world. At this moment, cdma is still less than 15% of the global market with GSM still technical gaining global market share at the demise of TDMA. When is this going to change? We know 3G is 100% cdma regardless of which flavor. I believe the first GSM1x announcement from a major carrier would be the starting gun of this migration. If it takes 5 years to complete this global 3G migration, I wonder how many analysts have included this growth rate in their estimates for QCOM in the next 5 years?