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


To: w molloy who wrote (26891)4/13/1999 3:11:00 PM
From: LindyBill  Respond to of 152472
 
GSM is a huge market, around 5 times the current CDMA/TDMA market
combined. There is still growth in GSM.


I am sure there is. I think, however, this is IBM OS/2 vs Windows. The suppliers that are all selling all systems are certainly not going to say anything to knock other systems they support, but, if CDMA is better than the rest, it should win out. This is what we are all betting on.

The Europeans will want to stop CDMA, just as they want to sell their aircraft instead of buying Boeing. I don't think the Asians care. However China will use Q as a card against the USA, and when they threaten it, we will get a drop in the stock price, IMO.

If Q wins this battle, as we all think they will, we can retire on this stock alone.