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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 147.19-3.6%Feb 3 3:59 PM EST

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To: JohnG who wrote (31916)6/7/1999 10:15:00 PM
From: Maurice Winn  Read Replies (1) of 152472
 
*3G Hagfish VS Q!* Good rant John on an aspect of The New Paradigm = USA versus Old Socialist Europe! Yay for the USA respect for private property and free enterprise [not that it is as good as good be - far from it].

The operators have to accept the chip rates etc and it might well be that the GSM gang will have the political power to force it through the ITU, SETI and other bodies. After all, there are many more GSM operators than cdmaOne. As Gregg rightly points out, Qualcomm is in a no lose position, though it is a shame that overall efficiency was compromised which will damage subscribers, which is everyone, so that GSM operators could get an unreasonable advantage over cdmaOne operators.

Q! will get royalties and these will be slightly increased because they get a cut of the wholesale price which will be a function of the complexity of the handsets. Q! will actually collect royalties on the GSM components built into multimode handsets. Good fun!

But it would be so much better to go for the single mode 3G and collect even more royalties on an even bigger pie which is even more attractive to subscribers.

The hagfish have even managed to con Gregg Powers with that tempting morsel of higher royalties on multi-mode and barriers to entry by complexity of ASICs.

The way it will be stopped is by Qualcomm bringing out the MSM5000 and MSM4000 and pummelling all the competition into the dirt. Once again, Irwin has done the trick. Sold the infrastructure division, got Ericy on board, then leaves them high and dry with their silly W-CDMA which they'll never get off the back of their truck and into a small device.

Q! might not even bother with including the 3.84 chip rate in their ASICs. That would be a joke! Then what would Ericy and the gang do? I think they'd go with cdma2000. That's why NTT won't support anything except a backward compatible to cdmaOne 3G system. They won't want to be left high and dry. They'll instal cdmaOne now and upgrade to W-CDMA if it's ready and cdma2000 if it's not. So will a lot of other operators. They can't wait another 2 years for W-CDMA.

No need for a big government hand. Q! will do it all.

Mqurice

loose, lose
noose, nose
choose, chose
goose, goes
roof, rooves, rose, rows, rouse, bough, rough, drought, bought, etc...

It's tough in the lingua franca.
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