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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.80+0.3%Dec 5 9:30 AM EST
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To: Rajala who wrote (88488)11/30/2000 3:11:40 PM
From: pheilman_   of 152472
 
Just looking through the GSM world congress showcase brochure this morning and found:

Confirmed exhibitor-Qualcomm

Schedule-
Rolling out W-CDMA & EDGE radio networks Tuesday 20th February
the morning sesssion is about W-CDMA & CDMA experience.

3rd Generation Terminals Development Tuesday 20th February
presentation by Johan Lodenius, Senior VP, Qualcomm
(I just LOVE this speech title)
"Lessons from existing CDMA terminals, applied to the design of W-CDMA"

Always interesting to see what is happening at conferences.

And, the core in a W-CDMA network is big complex and not expensive. Routing bits over wires or fiber is approaching zero cost. The expensive and difficult part is the radio. One of the major installation costs is site acquisition, I imagine. Existing sites are likely to be reused for 3G.

"...Q's position even on the radio side, its weak..." The courts worldwide have consistently found for Q in patent disputes. And, on a nearby thread, engineer just let slip that it took ~5 years of parameter tuning to make CDMA work well. The W-CDMA proponents do not have 5 years of slow ramp to tune the system, they will need to pay for expertise.

5% on the mobile terminals is enough.

Paul
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