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

To: Clarksterh who wrote (28494)	4/27/1999 11:46:00 AM
From: gdichaz	Respond to of 152472

From a non tech standpoint, just observation of the fun and games in the WCDMA paper tiger game. The fig leaf is to label the NTT system WCDMA regardless of technical content. After all NTT competitors in Japan will be rolling out data upgrades to I-95 this year in 1999 and further could move to CDMA 2000 in the year 2000. That is a major problem for NTT. Lucent of course can produce any kind of equipment for any configuration but there have been many indications in the past that some top dogs in Lucent see CDMA as the future - especially in Latin America and North America. Japan will be a most interesting situation to watch. Suggest at this point no one has enough solid info to make an informed judgement re NTT specs. But welcome info from anyone who does. Chaz PS But I would read in the tea leaves that the selcetion of LU rather than a European company is a step in the direction of convergence at some point down the road - after suitable chest pounding for WCDMA as a "winner". PPS Of course Wall Street "misunderstands"- some through ignorance and others with a wink and a nod. Think of the years of handouts and free lunches (and more?) for right thinking and writing on WCDMA. And driving the price of the Q down if only temporarily helps lots of folks with deep pockets - the shorts can cover more cheaply and the buyers buy at a lower price.