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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 163.32+2.3%Nov 21 9:30 AM EST
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To: Eric L who wrote (5988)1/31/2000 8:25:00 PM
From: gdichaz  Read Replies (2) of 13582
 
Eric L: From an Asiacentric (well, sort of)(and also US centric) to a Eurocentric (who is also US centric) - smile. We have discussed WCDMA and DoCoMo often before and probably will often in the future - hopefully not to great boredom of others.

Suggest that perhaps that the Q is simply proceeding to strengthen CDMA in practical ways - such as the sale to KYO (which happens to be a major owner of the CDMA One operating system in Japan) and other such steps.

This is separate and distinct from debates and white papers in standardization committees.

And that CDMA One system in Japan launched a 64 k upgrade on Jan 7 which is what the DoCoMo system will match as a goal (and might even accomplish) a year from now.

That doesn't indicate to me that DoCoMo is in a very strong position relative to CDMA One in Japan or on the road to 2.5 or 3rd gen whether CDMA 2000 or WCDMA.

Accomplishments on the ground and in the real world are the way the Q is going.

Hope the standards board decisions reflect reality and economic interest and not national pride, exclusiveness and one upmanship.

But - who knows.

We will all know much better next year, and the year after.

Best.

Chaz
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