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

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: arun gera who wrote (8690)	4/17/2000 12:08:00 PM
From: w molloy	Read Replies (3) of 13582

On W-CDMA technical superiority over IS2000... W-CDMA protocol stack adopts much of the GSM call model. A key element in the call model is the SIM card. The SIM is used to identify the subscriber to the network, hold personal data (e.g a 'phone book) and it is also used to allow the network operators to offer custom subscriber services. QCOM's advantage in the baseband and RF is offset by its disadvantage in software development. QCOM are at least two years behind it's competitors developing GSM software. IS2000 is similarly marginalised because of the lack of SIM support. It is not going to be easy to graft a SIM onto IS2000. During the CC, I will be listening for plans on how QCOM intends to address these disadvantages. IMO,I think acquisition is the way to go. There are a couple of British outfits that look like excellent candidates e.g. Technology Partnership.

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