The New Qualcomm - a S&P500 company Message Board

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

QCOM 163.32

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Nov 21 3:59 PM EST

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To: Eric L who wrote (5999)	1/31/2000 10:38:00 PM
From: Clarksterh	Read Replies (2) of 13582

Eric - As a Q investor I am interested most in the standardized release of IMT-MC (cdma2000) Multi Carrier. This will not be in commercial operation much if any quicker than standards based "WCDMA". There are several questions here: 1) Will IMT-MC be allowed to roll out before IMT-DS, or will all the bickering in W-CDMA land hold up IMT-MC? 2) Does the answer to question 1 matter, or is it true that even though IMT-MC is not formally approved there is essentially no chance of it being significantly different than CDMA-2000 as now spec'd. Thus CDMA-2000 rolls out next year and has its name changed to IMT-MC whenever W-CDMA gets their act together? Technically and in internal politics CDMA-2000 is much more mature. The only real question is what kind of impact W-CDMA politics have on CDMA-2000. My suspicion is not much - certainly Qualcomm is moving ahead with chip design and roll outs as if it mattered not a hoot. Thus, although "IMT-MC" and "IMT-DS" might technically roll out together, for all practical purposes CDMA-2000 will roll out years ahead of W-CDMA. Clark

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