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

To: Gregg Powers who wrote (9025)	3/4/1998 11:12:00 AM
From: GO*QCOM	Respond to of 152472

QUALCOMM beginning to look like a Hybrid Microsoft/Lucent as they lead innovations in manufacturing CDMA products while broadly licensing CDMA like an operating system.Whats your take on the future in this regard?

To: Gregg Powers who wrote (9025)	3/4/1998 12:48:00 PM
From: Bsum	Respond to of 152472

Gregg, The ETSI appears to threaten to use "alternative technology" if they are unable to reach an agreement on CDMA patents with QCom. What alternate technologies are feasible and offer similar bandwidth utilization in your opinion? Frequency hopping?

To: Gregg Powers who wrote (9025)	3/4/1998 4:15:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Gregg, excellent commentaries - I'm sure it isn't just my bias. Thank you! One of my big questions is the one Tom Brush originally put. When? He had some equations for market growth based on early growth. I think demand for cdmaOne handsets is going to be like a semiconductor effect - an avalanche when the voltage is right. Another rotten analogy: a nuclear explosion - critical mass being reached at some stage. When do you think cdmaOne handset sales, total, worldwide, will exceed GSM/TDMA combined sales total, worldwide? And what will the total sales of digital handsets be in that month? My carefully calculated linear regression analysis of mean uptake variables in deterministic pluralism is that cdmaOne handset sales worldwide will exceed GSM/TDMA combined handset sales worldwide [including satellite systems] in May 2000. Total cdmaOne handset sales will be 7 761 799 in that month. Excluding Wireless Local Loop. USA, China, Japan, Korea, being the big ones. Europe, South America etc growing quickly. Maurice.