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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.78

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To: MileHigh who wrote (51957)	11/29/1999 6:07:00 PM
From: gdichaz	Read Replies (2) of 152472

Mile High: The real world news from Japan is that another step forward toward a smooth transition to CDMA 2000 starts Jan 7. This is the roll out of packet data CDMA. And it is a modest step by NTT's small but active competitor DDI which is pulling up fast on the outside in the mobile horserace in Japan riding CDMA One - and remember there is zero, zilch, nada GSM in Japan now. This is where it is at, not an announcement by a Hong Kong news source (substance denied by both parties - so probably true (chuckle) ). The latest report on NTT and WCDMA is that the WCDMA mobile test required a truck to carry the so called "terminal" to be mobile. A way to go yet probably. So far zero use of WCDMA commercially. Not even firm specifications for it yet. May come, and may be competition for CDMA 2000, but every sign so far indicates that the movement toward minimizing the actual differences between the flavors of 3 rd gen CDMA - 2000 and WCDMA - would seem to mean those differences are shrinking. Will those differences disappear entirely, or will CDMA 2000 simply carry the day in the marketplace? Only time will tell Chaz.

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