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

QCOM 168.08

+1.8%

12:59 PM EST

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To: Ruffian who wrote (7591)	3/15/2000 8:57:00 AM
From: Boplicity	Read Replies (1) of 13582

re: The W-CDMA and CDMA2000 formats are based on the same technology, but the W-CDMA 3G standard can be used with base stations and other infrastructure already in place in Europe. Until you all can prove the above as not true, you are all in denial! If I was the DDI I would go with W-CDMA, just because of the above fact. The cost issue at the base station is not the big a deal when you consider the compatibility issue with Europe. If China would decide to go with W-CDMA then the game is over with! USA can't be an island in a 3G world based on W-CDMA they must bend to the masses. While it would be painful for QCOM to not have CDMA2000 as the standard as an ego blow, if what has been said about QCOM getting $$ at the same rate for W-CDMA as it would for CDMA2000, then in the long run it will not matter. The issue for QCOM then is chip set support for W-CDMA. Remember after awhile W-CDMA, or CDMA2000, edge, or even HDR will not even be used it will be 3G and QCOM earning potential will based on it's ability to provide ASIC and support for 3G what ever flavor it is. Greg

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