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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 168.09+1.8%Nov 28 9:30 AM EST

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To: Eric L who wrote (6775)2/23/2000 5:30:00 PM
From: gdichaz  Read Replies (1) of 13582
 
Eric L: Since you are an expert on language nuances, having suffered through so many "standards" discussions, did you happen to notice a change in how HDR is now front, center and separate in the Q's announcements and press releases, viz:

"Under the terms of the multi-million dollar, royalty-bearing agreement, QUALCOMM has granted Telson I&C a license under QUALCOMM's proprietary CDMA technology and patents to develop, manufacture and sell subscriber unit products for cdmaOne(TM), cdma2000(TM) and High Data Rate (HDR) air interface technologies. The license also includes the rights to develop, manufacture and sell CDMA data modem cards for wireless data and voice applications. "QUALCOMM's CDMA and HDR technologies will enable wireless Internet access for devices, such as mobile phones, to meet or exceed many of the IMT-2000 specifications," said Seo Yong Yoon, president of Telson Information and Communications Company Ltd. "Licensing QUALCOMM's CDMA technologies will enable Telson to expand its wireless product offerings by providing high-speed wireless access to the Internet, which we expect to be a rapidly growing market." "This agreement with Telson demonstrates yet another manufacturer's commitment to QUALCOMM's CDMA and HDR technologies for existing and future wireless services," said Steve Altman, executive vice president and general manager of QUALCOMM's Technology Transfer and Strategic Alliances Division."

Since I have found the Q careful with language, do you see the references to CDMA and HDR separately and specifically in these latest annoucements a way to make it a little more possible for the Europeans and even (choke) AT&T to accept HDR?

After all, they could continue to maintain they have not caved in to the Q re CDMA, they are just getting prepared to use HDR.

This is all nonsense in reality of course, but since the CDMA label is itself such a red flag, do you see this as a fig leaf offer?

Curious.

I ask you since you know how the European GSMers and US GSMers and TDMAers think as well as anyone here. (Flagrant flattery - but then - some truth, no?)

Best.

Chaz
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