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

To: DaveMG who wrote (19135)	12/4/1998 11:52:00 AM
From: SKIP PAUL	Respond to of 152472

Last quarter Sprint outsold AT&T in new subscribers. The dataquest report of market share is for the first three quarters. My guess is that market share changed dramatically in the third quarter.

To: DaveMG who wrote (19135)	12/4/1998 12:20:00 PM
From: Jeff Vayda	Respond to of 152472

Dave: In the bigger picture, what happens today and next week is not important. All that is important is the foundation Qualcomm lays must be able to be built on tomorrow. If the Q cant get the production problems squared away, they will be in trouble. Let us face the fact that right now Q is a minor player in the handset market. How long they can continue to be a minor player before it begins to hurt them remains to be seen. (might have already passed that point as you note) People dont generally go out to buy a certain phone when they start up in wireless. They get whatever the service providers offer. I think Q took on quite a task in manufacturing their own phones. They could not be expected to immediately overcome the entrenched base Nokia, Ericson and Mot has developed. If all they did was phones, it would be a different argument, but Q has their hands in a lot of stuff. Some would say too much stuff and it seems the Q management agrees, evidence the spin offs and teaming arrangements. TDMA will outrun CDMA in the current environment. Again we are not starting out on equal footing. TDMA has a larger currently installed base. The explosive growth in phone sales dictates faster TDMA growth. It is easier to sell phones than build networks. It will take time for the advantages of CDMA to overtake installed networks. Actually this growth accelerates CDMA's growth. As the current networks are stressed with increased capacity and as the service providers are forced to plan for even faster growth, CDMA will be the network they upgrade to. Sorry if all the pieces dont fall nicely into place but IMO the puzzle is coming together and soon the picture will be clearer to many more people. Jeff Vayda