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

QCOM 174.01

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Nov 14 9:30 AM EST

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To: quidditch who wrote (1453)	9/13/1999 10:26:00 AM
From: Clarksterh	Read Replies (4) of 13582

Steve - If we assume that Q and IJ are now focused on exploiting CDMA's leverage, or leverage of a complementary technology to CDMA, to maximize speed and wideness of pipe of data over wireless (and I agree with gdichaz that that is a must), with 3G being a first stage in this rather than an end objective, how critical is the handset/ASIC or handset/air interface technology synergy? The key hold-up in the move to 3G appears to be in the nature of chicken-and-egg. Why should the carriers support high rates when there are no users, and why should manufacturers make high rate handsets when there are no service providers. By holding onto the handset division, Qualcomm can ensure that the high powered handsets are available (as engineer has often pointed out, the ThinPhone is data capable up to 64kbps(? I always forget exact rates) even though the networks don't support it.) In addition, there is the issue of system knowledge. If Qualcomm is actually building handsets with its own chips, it is much more likely to get good feedback on the chipsets, and to be in better touch with the end users' needs. Clark

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