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

To: Dave who wrote (15352)	9/22/1998 8:30:00 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

To your question <when will 3g be introduced?>It will be finalized(standard)in December. There are already companies like NEC and Japanese telecom's that have started initial build up for 3g. Qcom's CDMA2000 should be ready within 18 months. I also will remind you that GSTRF will enable CDMA countries to roam into GSM areas and work. Therfore CDMA operators can sell world phones by the 3Q next year! 3G is here now. In two years GSM/TDMA will be what analog is today. That is obsolete!

To: Dave who wrote (15352)	9/22/1998 9:10:00 PM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

Re: Who cares, analog is obsolete, and when 3g is introduced so will GSM I hate being the fly in everyone's ointment, but the difference between CDMA and GSM is probably significantly smaller than the difference between analog and digital (both in terms of capacity and cost deltas). This is not to imply that CDMA will not eventually take over, but only that it is likely to take a while. As for the argument about which company is a better investment, Qualcomm or Nokia, the answer is that Qualcomm has a much higher chance of very high growth rates, but it also has a much higher chance of going belly-up. ('Chance' being measured by the statistical certainty that the fastest growing companies are small, but also that small companies fail at a much higher rate then big ones.) Put another way, how many times have you seen on these boards that 'Company X is the next microsoft', only to have them pancake in the next year? I personally think that the market has made a mistake in assessing Qualcomm this way, but then what do I know? Clark