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

To: brian h who wrote (27819)	4/24/1999 1:56:00 AM
From: Bux	Read Replies (2) \| Respond to of 152472

Brian, Yes, I do think China could "get by" without CDMA technology. They could also "get by" without AM radios and many other modern conveniences they have. The case for China adopting CDMA over GSM is even more compelling because CDMA costs less per subscriber. The expendable income of the Chinese is still too low for the average to afford any phone let alone a cellular. Since CDMA has an inherent price advantage, CDMA will become the dominant standard. If the tele-density of people who can actually afford cellular is low enough, TDMA based technologies may continue to service the few who have phones until the cost of wireless drops low enough or incomes rise enough to allow widespread use. When this happens (if not already), the economic advantages of CDMA will rule. Personally, I see CDMA being adopted soon (within the year) because the Chinese want to avoid the awkward and expensive upgrades that will be inevitable when rising call volume makes CDMA the compelling choice. So the real question isn't if they can get by without CDMA but can they get by better with CDMA or with TDMA based technologies? I think the answer to that is easy. On a different note, $190 a share! Wow! I can't recall MSFT having this kind of explosive appreciation. I'm afraid the share price will not rise as fast in the next few years. I guess we will have to be content with only 30%-100% annual growth from here on out. I hope the market timers caught all the appreciation us buy and hold types have seen recently. GG, are you listening? Of course we may go back to 120 again (oh horrors :) That's the great thing about holding great companies, after your shares have appreciated a few hundred percent, it is awfully hard to worry much about corrections and crashes. But a trader is usually fretting about the possible fast correction or crash. Cheers on great earnings and a continuing bright future for the Q!