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


To: Rippletum who wrote (31808)6/5/1999 5:05:00 PM
From: Michael  Read Replies (1) | Respond to of 152472
 
The new issue of Business Week gives a plug for Qualcomm on Page 142
"Kevein Landis, manager of three tech funds run by Firsthand Funds likes Qualcomm,
the leader in a wireless system called CDMA, which facilitates Web access from
cell phones. He says the company is attractive because it should grow faster than
competitors such as Nokia and Motorola."



To: Rippletum who wrote (31808)6/6/1999 4:07:00 PM
From: Jon Koplik  Respond to of 152472
 
Rippletum - welcome to the thread. Jon. eom.



To: Rippletum who wrote (31808)6/7/1999 12:26:00 AM
From: quidditch  Read Replies (2) | Respond to of 152472
 
Rippletum: Iusacell was the first wireless play in Mexico and, therefore, the first real challenger to the Telmex monopoly legacy, before Mexican regulators decreed the end of Telmex's LD monopoly, effective, I believe, in 1996--all this in connection with Telmex's NYSE listing and registered IPO in 1994.

I have a couple of friends who work with wireless in Mexican companies and will try to come back to you re. Iusacell's use of CDMA. My uninformed bet is that it might not, unless their system was recently revamped, insofar as Iusacell's system installation goes back to 1994-1995, or so, as I recall. Will confirm that.

Because of management's inefficiency, self dealing and other fiduciary issues, one of the RBOCs (maybe BellSouth) has assumed a management and ownership role. As far as I know, however, you are correct in suggesting that the end of the call recipient co-pay system in Mexico should accelerate wireless growth in Mexico.