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

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To: Valueman who wrote (2421)	10/17/1999 1:58:00 AM
From: cfoe	Read Replies (4) of 13582

Saturday, Oct 16 1999 2:27PM ET To: Valueman who wrote (2421) From: cfoent RE: Nextwave, Airspan, QCOM, and WLL in general. Earlier this past week someone posted a piece by a Tammy Parker from June '99 cdmaOne (http://www.cdg.org/library/cdmaworld/jun99/parker.html) It seems to indicate that Q's CDMA technology (IS-95 cdmaOne) has the edge (no pun intended) over other flavors of fixed cdma. "Accoring to The Strategis Group, cdmaOne will dominate the WLL market worldwide by 2005, accounting for 29 per cent of the subscriber base." The article also mentions "ETSI CDMA which was designed specifically for fixed WLL and has been deployed by Airspan and Lucent..." So it seems from this that ETSI CDMA and cdmaOne are different flavors of CDMA technology. Given this I have two questions (at least for now) for those more knowledgeable about all of this (which is not hard because I know so little): 1 - Does QCOM have anything to do with ETSI CDMA and therefore would it get seem sort of royalties? 2 - If not, why would Nextwave have chosen ETSI over cdmaOne?

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