Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 179.26

+0.5%

Dec 15 3:59 PM EST

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To: 100cfm who wrote (71143)	4/24/2000 4:52:00 PM
From: carranza2	Read Replies (2) of 152472

I think Mr. Matsumoto simply was misquoted or "mis-spoke". No big deal, as far as I'm concerned. Remember, no one has DS CDMA chipsets for sale so no one is yet being shut out of any markets. I think that he would have preferred to say that it is better AT THIS POINT IN TIME for Q to sell CDMA 2000 because it's got the chipsets. If Q does not develop DS CDMA chipsets, a doubtful proposition, then what he said may be accurate. I'm convinced after reading many posts and conducting my own research that Q has essential IPR for DS CDMA which NOK and others need, and that it's not the other way around as you suggest. The Q no doubt believes that CDMA2000 is a lot less complex, just as fast if not faster than DS CDMA, and definitely cheaper to implement. Plus, the chipsets are available. In a rational world, CDMA2000 should succeed. I think that what we're seeing are the protests and FUD of entities who simply don't want to buy chipsets from Q or pay for the CDMA2000 IPR. But this has ben Q's history. Lots of protests followed by capitulation.

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