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To: limtex who wrote (130283)	7/23/2003 12:46:08 PM
From: Jim Mullens	Respond to of 152472

Lim- you asked- “Whats the point where is the upside?” 1. You’re absolutely correct in there being only moderate overall growth in wireless handset sales long term. You are (IMO) absolutely wrong in lumping Qualcomm in that no/moderate growth scenario as Tony Thornley and Tim Luke (Lehman) have stated- “in time, most all wireless subs will be CDMA”. 150M subs growing to 2B or more is significant growth. 100M handset sales per year growing to 600 to 800M per year is significant growth. 2. That’s just handsets. BREW and other revenue sources not even envisioned today will add significant revenue. I’m sure you read this article on Keyocera’s new M2M Module (CDMA) telemetry, SCADA, asset tracking, remote metering or security, wireless vending, vehicle location and exception reporting, wireless point-of-sale terminals, healthcare/remote patient monitoring, and remote traffic management, to name a few. "The Wireless Data Research Group forecasts the worldwide M2M market to eclipse $28 billion annually by 2007."<<<< These modules open up vast new untapped markets for Qualcomm. Suggestion- Stop lounging by the pool with your WiFi connected laptop and remove your mental block concerning CDMA and Qualcomm. The Best Is Yet To Come. jim >>>>>>Snips CDMA trimode capability (including AMPS), A-GPS position location capability and support for IS-2000 data rates (up to 153.6 Kbps on both the forward and reverse links as supported by the Qualcomm MSM5100(TM) chipset). telemetry, SCADA, asset tracking, remote metering or security, wireless vending, vehicle location and exception reporting, wireless point-of-sale terminals, healthcare/remote patient monitoring, and remote traffic management, to name a few. The Wireless Data Research Group forecasts the worldwide M2M market to eclipse $28 billion annually by 2007. businesswire.com.

To: limtex who wrote (130283)	7/23/2003 1:02:03 PM
From: Randall Knight	Read Replies (2) \| Respond to of 152472

Although I disagree with you on the whole Wi-fi thing, that aside, the real issue with CDMA is not data. It is capacity. In China, they are closing in on max capacity in a hurry. The reason CDMA will be the dominant standard is because of its efficient use of spectrum. Look at India. Why was CDMA chosen for WLL? Because it is much more efficient in its use of spectrum. Data is a bonus. Those who have been discounting the stock because of fears over data growth have given us all an opportunity to buy cheap shares. IMHO