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To: limtex who wrote (12414)	7/15/1998 7:27:00 PM
From: Ramsey Su	Respond to of 152472

Another question to anyone, DSP did good today, does anyone follow DSP and how much of their business is CDMA related? Ramsey

To: limtex who wrote (12414)	7/15/1998 8:13:00 PM
From: DaveMG	Read Replies (3) \| Respond to of 152472

Limitex, Maurice and I have been dukeing it out with Tero on the Nokia thread for a while. Gregg has done much more than his share over here. I was hoping others would chime in with ideas of their own. I own Nokia as of last month and being the fairweather friend that I am, bought some Q this morning, and am looking to buy more with some RMBS money<g>.Nokia is clearly well positioned regardless of how this 3G issue plays out. Tero's arguments don't add up.It's true that GSM has tremendous momentum but all the published numbers indicate expectations for CDMA to grow faster. This argument over which stock has performed the best over the last 5yrs, 10 yrs or whatever is irrelevant. By almost any measure QCOM has performed miracles against significant odds.In the stock mkt it's the future that counts. To claim that GSM is not a European standard just because it's being adopted in China is specious.I don't remember what the original acronym was but it was something like European System Mondial, someone please correct me. "What is wrong with the Chinese CDMA launch anyway"? He needs to be reminded that it's only in the past 2 years that there have been any CDMAone networks at all. Tero first sets the bar too high, and then claims Q has not jumped over it, thereby proving his point.Slippery. Just like the US China is a big place, it's going to take a while to build out a national network tht is all digital. Maurice, you have to answer for Australia. "The lesson American consumers are now learning is that CDMA phones are big, heavy and technically challenged". First of all Tero, when is the last time you've been in the US? How do youy know what American consumers are now learning?....Plenty of big brands are now focused on them, as far as I know Ericy is the only large company not making any, and they certainly seem CDMA focused to me because if they weren't we probably wouldn't be having this discussion at all.Sony, whom you dismiss, is one of the worlds' great consumer companies. They and other Jap giants will not bring some attention to this brand new system which has just been turned on by Motorola in their own country? Mot is not to be written off IMHO, despite the glee with which Tero declares victory after each miserable earnings report. This is not the first time they've been in trouble. Their brand cannot be destroyed by a few financial misteps.Consumers don't give a damn about what's happening with their stockprice. That's a start. I have to go and eat dinner and then I'll finish.. dave