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

To: gdichaz who wrote (31658)	6/3/1999 5:24:00 PM
From: bananawind	Read Replies (2) \| Respond to of 152472

Chaz, No problem with your shorthand, I understand the point. But most of those subs currently belong to NTT and they will do what they can to hold onto them in the near term. The important point is that 3 years or so from now the whole bloody country will be on some variation of cdma - or at least heading there very fast. Gregg says he has modeled some 3G deployment speeds that result in incredible earnings figures for Q. My crude calculations show the same thing. The 'fight' against GSM is really over, Tero's continuing garbage notwithstanding. I know I am preaching to the choir here, but anyone with a time horizon longer than a year or so should try to figure out what Q's maximum EPS potential in, say, 2003 might be. Its an eye opener.

To: gdichaz who wrote (31658)	6/4/1999 1:37:00 AM
From: quidditch	Respond to of 152472

Mexico and CDMA rollout: Hey gdichaz, as posted here a couple of weeks ago, rollout and expansion of CDMA in Mexico continues to be hampered by shortage of capital. While Pegasus is well into its PCS/CDMA launch in Tijuana, a much larger city than the casual non-Southern Californian might think, its expansion into other Mexican states is going slowly, as infra buildout is proving to be capital challenged. Other wireless start-ups, which bid for spectrum licenses in 1997 and 1998, have defaulted in initial payments to the Mexican equivalent of FCC; in at least one case, this has spooked a CDMA infra supplier (NT), and opened the door to possible ERICY incursion with GSM. I believe Iusacell and Telmex cellular, the two largest providers and with close to a national footprint, are still predominantly analog systems, considering going digital. Regards. Steven