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

QCOM 174.37

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To: gdichaz who wrote (5994)	1/31/2000 10:31:00 PM
From: Eric L	Read Replies (1) of 13582

Chaz, << Q is simply proceeding to strengthen CDMA in practical ways >> Doing good at it. << 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 >> My take is that DoCoMo is way ahead of their competition in their pioneering efforts relative to implementing multimedia in a mobile environment. In addition, NTT DoCoMo, IMO, has done more than any other company in the world (except perhaps Vodafone) to advance the IMT-2000 standards and to their credit they will launch a 3G cdma service with or without IMT-200 standards. This means that Q gets a royalty stream from their IPR. Vodafone is going the 2.5G route instead and at least as it applies to there GSM networks, Q gets NO revenue, NADA (unless we see dual mode SIM inside AMPS/GSM/CDMA handsets at 800/900/11900 MHz. If a Vodafone subscriber from outside the US roams in the US today he does it on a GSM handset with roaming agreements in place with Omnipoint, VoiceStream, Aerial, Bell South, PacBell, Powertel, et al. Conversely I can't use my BAM subscription and US number anywhere outside the US where Vodafone lives. I have to use my Omnipoint subscription. Check out this post from our good G&K Qualcomm friend Ruth Sommers on this subject: Message 12557119 I think I finally caught up all of your questions. Can I rest now? <g> - Eric -

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