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

QCOM 178.35

-2.1%

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To: Eric L who wrote (8201)	4/2/2000 1:13:00 AM
From: blue_lotus	Read Replies (1) of 13582

Eric, << CDMA has steamrolled the GSM community >> >>Could you elucidate? I have seen zero recent evidence of cdma penetration of the rapidly growing GSM community by cdma. In fact I have seen the contrary. Eric what valueman is saying is that GSM (and other TDMA) air interfaces have been defeated by CDMA air interfaces (i.e. W-CDMA). Thus CDMA as an air interface has won. The fact that the GSM crowd shall try to make this their victory is but natural. You can not argue with the fact that once GSM folks convert to W-CDMA, the GSM (/TDMA) air interface will lose lots of market share to CDMA air interfaces. And don't forget that Qualcomm claims to get equal royalty from W-CDMA, 1XRT, HDR and CDMA2000. If ERICY has recognized QCOM's strong patent portfolio I don't think others (i.e Nokia) have much of a choice. -Raj

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