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

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To: qwave who wrote (6828)	2/24/2000 6:38:00 PM
From: w molloy	Read Replies (3) of 13582

re What a load of crap Thank you for your thought provoking reponse. I had much the same response back in September '98 when I suggested that the Infra division was heomorraghing money and in April 99 when I suggested that the handset division would be sold off. At least Greg Powers was a little more polite. Regarding your first paragraph, you are essentially agreeing with my point regarding CDMA adoption being 'sponsored' by the US government. This scenario is quite likely, given that this is an election year. I believe the Chinese news is partly due to this. They are rattling the cage just to remind the US (and QCOM) what the stakes are. China needs us more than we need them. Rather presumtious of you, but lets put the big picture aside, since it confuses the issue.QCOM would dearly love to sell their ASIC's to Chinese OEM companies. In this case QCOM needs China more than China needs QCOM - which is what we are talking about isn't it? There have been numerous studies showing that CDMA is less expensive. These studies are based on assumptions regarding capacity. If you look at simply establishing coverage, GSM is cheaper. Development costs were amortised years ago. Of course, capacity is a trade-off when considering GSM vs CDMA, but is Capacity really an issue for the Chinese? Europe is doing pretty well without CDMA. CDMA phones are priced no differently than GSM phones. Which is why QCOM could not make any money out of their handset (or infra) divisions. Good network planning is necessary with either system. Network planning has to be much more precise with CDMA, as Australian Operators are finding out at the moment. w.

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