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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 168.09+1.8%Nov 28 9:30 AM EST
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To: DaveMG who wrote (32973)6/23/1999 2:16:00 PM
From: slacker711  Read Replies (1) of 152472
 

Nitpicking a little but I'm not sure what you mean by segmentation. I think what we Q investors should be looking for is fragmentation wherein the handset vendors beat each other up for market share while Q sells em zillions of chips.

With two different standards CDMA standards (W-CDMA and CDMA2000), I dont think that the major manufacturers will be able to produce a CDMA2000 chipset any time soon. It will simply be easier to concentrate on development of W-CDMA and to use the Qualcomm chipset for CDMA2000. If the ITU had ended up with one completely compatible standard this may not have been the case.

Isn't also possible that the greater Qs success with CDMAone chipsets the more likely it becomes that it will also succeed with WCDMA?

I agree, however, the Q has not announced any chipsets with regards to W-CDMA (as opposed to CDMA2000). I would think that the easiest time to introduce a 3G chipset into Mot's and Nok's handsets will be right at the beginning (when the Q's advantage in CDMA research is largest). If Qualcomm is determined to get a large piece of the W-CDMA market, I hope they are able to produce an W-CDMA ASIC by the time NTT-Docomo goes on-line in 2001.

Slacker
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