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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: qveauriche who wrote (7671)	2/23/2001 8:40:00 AM
From: arun gera	of 196952

Stock price is not always the true indicator. Think in terms of recent battles won and lost by Qualcomm. Geographical battles - Is CDMA spreading to other countries? Yes. India and China are the big ones. The only area not covered is Europe. That is the fortress to attack especially when it is vulnerable due to the delays in GPRS and WCDMA. Patent battles: Several essential patents upheld in Korea and Japan. Technology standards battle: TDMA has surrendered. PHS is on the way out. Nextel has surrendered and is joining the 1x fold. AWE did not come into the CDMA2000 fold. Standardization of 1x. Spectrum Battles: Leap Wireless won a lot of cheap spectrum. Verizon won a lot of expensive spectrum. Qualcomm lost out in the Korean, Japanese, and European spectrum auctions/bids. But it seems to be a Pyrrhic victory for the winners. GSM IP battles: Looks like with the TI deal most of what Qualcomm needed is already there. Just neeeds to polish it off. Chip design battles: Qualcomm has moved a few generations ahead with greater functinality offered on a single chip,and multi-mode, multi-band announcements have been made. Maybe, Qualcomm is also ahead in W-CDMA chip design. Software Development tools battle: Brew appears to offer more complete set of tools for wireless applications based on Qualcomm CDMA chips. Companies such as Prairiecomm will have to come up with a similar software product to compete. Basically, some of the power would shift from the operators who made all technology decisions to application developers who could standardize on Qualcomm chip designs to produce more efficient applications. Cost/minute battles: Leap wireless seems to be doing quite well with its low cost model. WLL in India is also a precursor to more such applications in the third world. MTNL of India has such ambitions and has been bidding on projects in Bangladesh. Other countries could follow. Roaming battles: The UIM card and multi-mode multi-band chips by Qualcomm could solve most of the coverage and roaming issues. And Globalstar is not complteely out. Arun

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