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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 175.21-3.1%1:01 PM EST
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To: slacker711 who wrote (7770)3/21/2000 7:23:00 PM
From: DaveMG  Read Replies (3) of 13582
 
Slacker

It is press releases like these that make me nervous as a Nokia shareholder. They have almost compeletly ignored CDMA

I'm a Nokia shareholder too but releases like this make me nervous as a QCOM holder. How can you say NOK has ignored CDMA? They were a very early licensee, and they've devoted considerable and unrepentant effort towards establishing an in house ASIC capability, a move which I believe is smart on their part. Thanks to the GSM boom the fact that they've taken a back seat in the CDMAone market hasn't hurt their performance at all,and if they succeed with their in house endeavor they will benefit from it tremendously. They can always buy ASICs elsewhere IF they need to.They've also presumably expended considerable effort on WCDMA.

It amazes me how many of you are able to dismiss these releases as vaporware before we really know anything about them. MOT and NOK have and are making proposals before the various 3G "partnerships'. Sounds pretty serious to me, unlikely to be completetly vacuous I'd say.

Of course MOT and NOK have the most to lose if QCOM's ASIC gambit is sucessful, so they have good reason to gang up, although I doubt there'd be any conspiracy per se, especially if FUD is the game..

And does QCOM really have a monopoly on all the good CDMA ideas? What if there is substance to these releases? What should happen then, and more importantly,what will happen?

And...what is the meaning of "open standards" in this context, can anyone help me out? Does it mean no royalties?

Respectfully,

DMG
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