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

To: tero kuittinen who wrote (10856)	5/25/1998 9:15:00 AM
From: DaveMG	Respond to of 152472

Tero, You are also looking in the rear view mirror when comparing performance, whether it's 91-98, 96-98.It's undeniable that this has been a trying period for Q investors, and a joyous one for Noka, Lu etc.,but this is a marathon at about the 10th mile. The question of which technology is better suited for a datafilled future is being resolved in CDMA's favor.ERICY will have to beat QCOM in court to bump Q out of the picture.Over the next few years IS95 networks will live up to their promises. CDMA is winning the Americas-Mex,Brazil, Chile, Can...You're counting MOT down before the count. Lu beleives CDMA is the best system. Nokia is hedging.Ericy has toned down its scorched earth criticism. I think there's a reasonable chance of settlement and 3g harmonization before the courtcase in Dec.China is a biiiiiig place. We'll see what happens there.And then there's G*,the most glorious CDMA project of them all, which unless my memory fails me is neither a Nokia nor an Ericy project.....I know, Iknow..Ericy is making handsets. Large volume mass production of CDMA phones and components is really just beginning. Until now GSM has had the wind at its back, little competition. Things are changing. Obviously Q has production/margin problems it must overcome. Fortunately there are royalties to help in this regard. It's way too early for post mortems..Thanks for focusing our minds. Dave