Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 179.02

+3.7%

Nov 5 3:59 PM EST

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To: Mark Fleming who wrote (68058)	2/28/2000 10:59:00 PM
From: DWB	of 152472

I'm not sure if it's complacency or a healthy dose of skepticism. MOT has been promising big things in the CDMA arena for quite some time, with less than stellar results. Many of us remember how long it took them to actually get a CDMA phone out on the market, and being embarrassed when their infrastructure was ripped out by a carrier due to poor performance. The fact that they've got an ongoing patent dispute with QCOM leads me to believe that their FUD machine is in overdrive. Witness the lack of any availability dates in the news releases, much less details on trial performance. My naturally skeptical mind says that it sure is convenient now that HDR is gaining momentum for MOT to come out with a bigger, better, faster "1X plus", when they can't even get their own IS-95A ASICS right. Another way to look at it is, if Dr's. J and Viterbi think that HDR is the most efficient way to break up available spectrum, who are the newly hired geniuses at MOT who came up with something beyond the Q braintrusts' grasp? But oh, if it keeps all those operators from rushing into HDR deployment, then isn't that a shame.... This sounds a lot like that MOT "super" chipset that combined everything for multi-mode handsets, except in the fine print they mumbled something about needing a separate chip for the CDMA part.... When the world discovers that the "1X Plus" detailed ASIC layout includes a computational function block labelled "...and then a miracle occurs", it will be just another example to add to the pile. DWB Q2.5K/Y2K+5

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