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

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To: Bux who wrote (8904)	4/18/2000 11:42:00 PM
From: gdichaz	Read Replies (1) of 13582

Bux: Actually I think Dr J used the word "unstable" in the context of the difficulties of designing a WCDMA or DS chip. My impression was that he was explaining that Qualcomm did not yet have such a chip in final form because there was not sufficient agreement on what to design against to make that practical yet. If I recall correctly, this was in answer to a question during the conference call, but my memory may be off. Think the points in your post are well taken. Would add that because WCDMA or DS can not repeat can not be used in current spectrum but will require new spectrum, that in itself is a major hurdle and time delay. In contrast, CDMA2000 or MC can be used in the current spectrum through upgrades. And it can also be used in any new spectrum as well. So a situation could develop where CDMA2000 is being used in both the old and the new spectrum by different (or even the same) companies given spectrum constraints. Best. Chaz

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