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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 181.30

-0.5%

Dec 11 3:59 PM EST

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To: quartersawyer who wrote (7319)	3/8/2000 6:00:00 PM
From: Randall Knight	of 13582

And I'd love to see the cdma2000 consortium try to come up with 3G handsets against the competition from Nokia and Ericsson. The third generation handsets will have to offer GSM compatibility - they will have to operate in both old GSM netwroks and new 3G networks. That is something that Nokia will not do without QCOM ASICs. 3G means CDMA. Nokia can't build a handset capable of taking advantage of 3G. They can barely build a handset that works in IS95A. W-CDMA (Spread Spectrum CDMA) is NOT an upgrade to GSM. It is a brand new overlay. Just because a handset is GSM compatible, doesn't mean squat for its ability to function on a 3G network. This is why Tero should be ignored. He has a basic lack of understanding of the upgrade path for GSM. He writes well though. BTW, a CDMA2000 implementation in Europe for 3G would cost no more than the so called W-CDMA. Each one would require the same amount of new infrastructure. The big difference is that CDMA2000 actually works.

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