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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 178.29-1.6%Dec 12 9:30 AM EST
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To: 100cfm who wrote (71144)4/24/2000 5:34:00 PM
From: Randall Knight   of 152472
 
I now thing the standards excuse is FUD on Q's part. Standards never stopped them from going forward on any of their technology. They have a hole in the DS playbook that we don't know about. But I think we will be finding out the hard way.

Before this thing gets too far out of hand, please note that during the conference call, Dr. J said that QCOM was actively working on developing an ASIC for DS-CDMA. The problem was, as he stated, that the standards were in flux and so it was difficult to produce a final product. CDMA2000 is set and rolling.

This whole debate about Q selling ASICs is humorous in the context of just over a year ago. At that time, the debate was over whether CDMA was viable and licensable for 3G. Now, we are worried about if QCOM can dominate the 3G ASIC market. Think about this. QCOM's current valuation is based on current market share and growth of existing networks. When 3G CDMA begins deployment in all of those current TDMA networks, QCOM stands to make billions and billions. Those are markets that are absolutely closed to QCOM right now. The war is over. All that remains is to decide how to partition the conquered land.

Oh, and did I mention China? No China sales are figured into the current valuation either.
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