Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 161.39

-1.9%

3:59 PM EST

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To: foundation who wrote (68176)	3/1/2000 2:26:00 PM
From: JustLearning	Read Replies (1) of 152472

One of the key advantages of HDR is the time to market for carriers. Qualcomm's strategy is that with HDR (available for trials today), you don't need 3G (WCDMA or 3xRTT). HDR provides 3G performance and capabilities in 2.5G time frame. This is an awesome engineering and management accomplishment, in my view. By betting with Motorola, you are betting that a) the technology will work, b) it will be accepted as a standard, and c) it will be available around the same time as HDR. If it is not available now (for trials), then what is the advantage to carriers to use this technology? Given that HDR is available today, Motorola's past execution record, and Qualcomm's past history of execution (developing technology, getting it adopted, and creating a vaue-chain for it), I would put my money on Qualcomm.

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