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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 168.08

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To: Maurice Winn who wrote (391)	7/30/1999 8:22:00 AM
From: Art Bechhoefer	Read Replies (2) of 13582

In reply to Maurice and to other recent notes on CDMA2000, I don't have an understanding of the engineering/design details, but in the overall picture, it seems that CDMA2000 can overcome competition from other 3G approaches for 2 reasons: (1) It can accommodate both CDMA and GSM systems currently in use. (2) Ericsson, having bought QCOM infrastructure division and related patents, now has an edge over its GSM competitors Noki and Phillips, but ONLY if it pursues the CDMA2000 solution, for which it now holds both expertise and patents. If QCOM starts producing ASICs that are clearly superior in performance and price to the competition, and if these chips are designed for CDMA2000 applications, then it seems to me that Q has made a successful end run around the competition, based on management prowess, design expertise, and development/ownership of communication systems that are inherently superior to others. This end result is made possible in part by the agreement giving a company the size of Ericsson (which in its own right has plenty of muscle) the brains to overcome its European competitors.

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