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

To: Greg B. who wrote (22304)	2/1/1999 7:01:00 PM
From: straight life	Read Replies (1) \| Respond to of 152472

"Total new capex spending is going to go way up.'' "capex" ? capital expense? capacity expansion? capital ex-something? Anybody know?

To: Greg B. who wrote (22304)	2/2/1999 3:24:00 AM
From: JGoren	Read Replies (1) \| Respond to of 152472

Who are the members of ITU? I realize ETSI (who I actually had in mind with the banana comment) are the European manufacturers, with Ericy great voting power because voting based on sales. How are votes determined in ITU. Seems like both may be moving toward Q compromise, although I have to be honest in questioning validity of ETSI motives, because they may just be engaging in Clinton-Ericyesque PR. Seems to me Qcom ought to really get together with DoCoMo; cdma overlay seems like the ticket for that company. Delay is costing it enormous sums simply in the downgrade on their stock. I bet Q could overlay cdmaOne into its system to increase its capacity at a reasonable price and deliver 3G.