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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 181.30-0.5%3:59 PM EST
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To: Eric L who wrote (6171)2/4/2000 12:06:00 AM
From: Keith Feral  Read Replies (3) of 13582
 
EriQ: None of the reports that I have read by Microvision or others has contemplated the convergence of UMTS with 3G standards that will mandate a CDMA air interface. Strategis was employed by ATT to conduct a feasibility study of CDMA. They were not being paid to seek out the truth, they were merely paid to observe the market place as it exists today.

If you do not think that a UMTS based system with a CDMA air interface is a CDMA customer, then what would you call them. Only the baseband network will be GSM. If you define that as a GSM customer rather than a CDMA customer, so be it. QCOM will still be selling chips for 1X or 3X. They will also be generating royalties.

I don't care much for the reports issued by any of the groups that you have mentioned. Their analysis of the market today has nothing to do with the inevitable direction of CDMA.

The whole debate of CDMA vs. GSM is no longer a projection, it is an inevitable outcome that UMTS based services in Europe will comply with 3G standards based on a CDMA air interface. It is no longer the exclusive position of QCOM. LU, NT, ERICY, and VOD are all supporting the transition to a wideband wireless network in Europe that will be compatible with CDMA based networks in the United States.

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