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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 151.59-0.4%Jan 30 9:30 AM EST
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To: Clarksterh who wrote (2203)10/11/1999 9:10:00 PM
From: DaveMG  Read Replies (1) of 13582
 
Yes Clark.. you might be right in both instances..

Qualcomm doesn't always announce new licensees

and

Other companies actually build most (all?) of their hardware, and especially if some of those vendors were already Q licensees we would be unlikely to see any announcement of W-CDMA licenses

I think I remember releases referring to NTT proprietary technology that will be involved in their network, implying that they're doing more than just "buying" equipment from existing licensees. I've been trying to log onto freeedgar for about 1/2 an hour to read the list of licensees without success, but aren't some carriers ie ATT and BAM licensees?

Any licensing moving in the direction of "WCDMA" would be viewed by the financial community as a significant event, and I'd imagine the new shareholder friendly QCOM would want to tell us about it. OTOH, as is apparent, Q has already opted to depoliticize the standards environment so perhaps a "no tell" attitude prevails. I noticed that today's release regarding 3G chipsets makes no mention of WCDMA, only DS mode, hardly an omission that would be made accidently. So we'll see.

In any event, firm evidence of WCDMA licensing would convince me that these networks will become reality sooner rather than later..

Nice to have you "hangin around"..

Dave
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