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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 162.18

-2.3%

12:48 PM EST

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To: qdog who wrote (43755)	10/8/1999 11:59:00 AM
From: slacker711	Read Replies (1) of 152472

W-CMDA probably will be the dominant of these standards as it is tweaked for the legacy GSM base and to date, the majority of the infrastucture providers have developed it into working test beds. Why waste your time on it if there is no hope of it being deployed? Why is NTT DoMoCo deploying it by 2001 if it is not a standard that has been accepted and who is building the chips for it? Would you agree that there are three primary standards (W-CDMA, CDMA2000, and UWC-136) that will actually be deployed? I know that the Koreans and the Chinese have created their own standards but I cant imagine that they want to strand themselves as the Japanese did with 2G. I dont think it will be very hard to figure out the upgrade path of individual carriers. Those that are IS-95 will move to CDMA2000, GSM to W-CDMA, and TDMA to UWC-136 (EDGE?). Though the IPR issues havent been settled.....it seems likely since the capitulation of ERICY that Qualcomm will receive IS-95 type royalties on two out of the three standards. As to your question on ASIC's, I agree. I am hoping for an announcement of a W-CDMA chip that would allow Qualcomm to compete all over the world. With the recent announcements by Samsung and DSP it seems like the Q will face at least some competetion in CDMA2000....they need to expand their own reach into W-CDMA. The only hope for CDMA2000 to become deployed into GSM camps is if CDMA2000 comes to market well ahead (at least a year) of W-CDMA. Slacker

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