Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 164.35

+3.0%

2:15 PM EST

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To: limtex who wrote (43702)	10/7/1999 6:17:00 PM
From: slacker711	Read Replies (1) of 152472

Sorry but I have lost the plot in Japan. Could someone please enlighten me as to the Qs position in Japan. I mean who is on the Qs side and who is against and if there is anyone agianst the Q who uses CDMA is it good CDMA ( ie pays royalty to the Q) or bad CDMA ( ie doesn't pay royalty to the Q) All CDMA pays royalties...... :-) NTT Docomo is the AT&T of Japan....only bigger. They have the same spectrum problems as AT&T but they use their own propietary cell phone standard (PDC?). They were getting 60% of the new cell-phone subs prior to the launch of a nationwide CDMA network by DDI/IDO in March. NTT Docomo launched iMode to fight back. Since then it has gone back and forth with NTT's percentage of the new subs around 50%. I am hoping to see DDI/IDO gain more subs in a month than NTT by the end of the year (hopefully due to the launch of 64 kbps data services). Even better would be to see NTT start to lose subs sometime next year.....NTT has to wait until at least 2001 for the launch of W-CMDA. They won't have a nationwide 3G network until 2002. Slacker

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