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

QCOM 163.32

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Nov 21 9:30 AM EST

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To: Eric L who wrote (5988)	1/31/2000 10:19:00 PM
From: Clarksterh	Read Replies (1) of 13582

Eric - Are you implying that the IMT-2000 standards for the evolved ANSI-41 based 3G standards will be completed before those of those for evolved GSM (MAP) networks? I think that one of the few things settled in the various 3g CDMA standards is the Network Protocol (e.g. GSM (MAP)). It is the air interface which is technically and politically difficult for W-CDMA. So I don't understand your question? I for one hope that they meet their launch date. It should turn on the Q royalty stream for 3G (standardized or not standardized). I am of course thinking positively and assuming that IPR issues will be settled by the time they launch. If the IPR issue settles tomorrow, I'd agree that I'd like to see W-CDMA roll out ASAP. But that is a big 'if'. Given that it isn't solved and is not likely to be resolved without a lot of wasting of time and energy by Qualcomm, then I would rather see it all overcome by events. I'd rather see the various different proponents of W-CDMA delayed and expending their energy fighting one another. Stay, go or get out of the way. But I'll admit that in the overall scheme what happens to W-CDMA is almost a nit. (there is some advantage to CDMA-2000, since Q! has a lead there, but will have less of a lead in W-CDMA.) Clark Clark

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