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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: tero kuittinen who wrote (8594)	2/17/1998 12:15:00 PM
From: Quincy	of 152472

Ok, Tero. Like WCDMA, Sony has this nice little format called Minidisc. It isn't cheaper or have better sound than CD, it's just recordable and smaller. Anyone want to guess the success of Minidisc? WCDMA only has advantages when sending data. I am guessing that less than 5% of all wireless users will EVER send data except maybe in WLL applications. I don't think European operators are going to back a standard that will cause the number of BTS's needed to maintain coverage to explode. The reason why they are considering the GSM overlay is simply a matter of solving an existing problem. I don't blame them for not wanting to risk the possibility that WCDMA will not work as advertised, even after waiting another three years. Infastructure breakthrough? I have nothing against Nokia. But, I don't see how their breakthrough will enable GSM to reach the basic capacity of a 3-sector CDMAOne base station. It's only marketing, Tero. As for China, what percentage of that country doesn't have cellular service yet? Hmm? "American companies fought tooth and claw to stop Europe and Asia from accepting the Nordic W-CDMA proposal. And they lost. This is not* a victory in disguise."* Earth to Tero. Since Qualcomm and many other outsider companies are not part of ETSI, how could they argue for or against the adoption of UTRA except to extend condolences on a standard filled with compromises?

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