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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: mindykoeppel who wrote (148223)	2/4/2007 8:33:22 AM
From: JeffreyHF	Respond to of 152472

Mindy, 3GSM Barcelona is the week after this. You can assume that Qualcomm, and their competitors, will have interesting and important announcements at that time, as to new products, design wins, and strategic relationships.Then come the ASM and CTIA.Throw in the Nokia license expiration in early April,and some litigation developments, and there will be plenty of news to move the stock up and down.It may or may not be pretty, but it won`t be boring.

To: mindykoeppel who wrote (148223)	2/4/2007 10:06:45 AM
From: qcom2009	Respond to of 152472

Mindy - I dont think there is much question that CDMA systems will continue to be the basis for 3G systems, no one, not even Nokia, is saying otherwise. It is accepted and widely known that CDMA in all its flavors is going to represent more than half of cell phone shipments in a few years, it is now about 1/3. The dispute is over how much royalties will be paid on all these phones to Qualcomm, and there are only a few companies out of 140 who are disputing that, but the fact that CDMA is the evolving world standard is not in question. The reason Nokia is fighting so hard is that they know the entire future of their business is CDMA based. You shouldnt confuse or combine these issues, the share price is depressed due to a business dispute, not because of doubts about CDMA based systems. Conversely, when the licensing issue with Nokia is settled the share price will likely recover, eventually, but that wont mean that CDMA is suddenly accepted again as the 3G standard, it was accepted all along, nothing changed.

To: mindykoeppel who wrote (148223)	2/4/2007 10:18:46 AM
From: qcom2009	Respond to of 152472

As for government intervention harming Qcom in the future, the extent of the intervention will be constrained by practical considerations. The companies pushing for the intervention need continued and unrestricted free access to the worlds largest and richest consumer market, the United States. Combine that with a Democratic Congress that already has some doubts about unrestricted free trade, and you have a recipe for these foreign government bodies taking some action at some point allowing them to save face, but having no impact on qcoms business. European or Asian governments wont risk impacting trade relations to satisfy a few special interests. Their economies are life and death dependent on exports to the US. At worst a few hundred million dollar fine, that wont even register for qcom, and all parties walk away.

To: mindykoeppel who wrote (148223)	2/4/2007 7:27:08 PM
From: edwin k.	Read Replies (1) \| Respond to of 152472

Mindy, First you got to get up to "speed" before you post a message to all. Try Private Messaging to various posters who are "in the know" alot more than you, obviously due to many years of discussing these difficult issues....over a decade for some. They simply do not want to be bothered with a "newbie" who brings nothing to the board except simplistic questions. Do it correctly and win the respect of the brilliant, and very diligent posters on this board. Otherwise, expect to be treated poorly. e.k.