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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.33

-1.0%

Nov 25 3:59 PM EST

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To: Eric L who wrote (39840)	9/5/1999 7:40:00 PM
From: Keith Feral	Read Replies (3) of 152472

Australia & New Zealand have been recent converts. Last year, Brazil & Mexico both opted for CDMA over GSM networks. China Unicom decided to go with CDMA instead of GSM. I can't think of any significant contract wins that GSM has won in the past 2 years. On the contrary, I think the investments of TDMA are being flushed down the drain - witness Iridium. What was the last big new TDMA or GSM contract awarded. Oh yeah, AT&T decided to award most of it's TDMA equipment away from ERICY to LU and NT. That wasn't really a new contract for TDMA though. In the battle field, i. e. the free market economy, CDMA has been crushing GSM on every contract opportunity. How about DoCoMo converting from GSM to CDMA air interface? The competitive advantage of CDMA to GSM really is a non issue. The existing GSM players are struggling to figure out the most effective pathway to 3G, which by definition is CDMA. I really can't figure out your agenda. You seem to possess insight about the technical issues surrounding the deployment of 3G, yet you seem to question the validation of CDMA as the chosen air interface. Is it not a fact that CDMA has already been selected by the ITU as the air interface for 3G? Are you are troubled by the variations of CDMA and WCDMA air interfaces? Do you think the fact that WCDMA is not compatible with cdmaOne invalidates undermines the success of CDMA? I am certainly not troubled by the complexity of the different approaches to CDMA as QCOM will be paid equal royalties on whatever pathway is chosen. Today, QCOM is only being paid on cdmaOne equipment. Next year, they will be getting paid on cdmaOne and WCDMA as DoCoMo converts their GSM networks. Good luck on the DD. I think the conclusions are already in, but it never hurts to figure out how they derived their conclusions.

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