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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 175.29+0.6%3:59 PM EST
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To: carranza2 who wrote (71141)4/25/2000 11:20:00 AM
From: D.J.Smyth  Read Replies (1) of 152472
 
carran "...Dr. J. said in recent CC that it's difficult to develop DS CDMA chipsets because there is not standard for them. Why go to the time and effort of developing an extremely complex chipset if no standard exists?...No one wants to pay Q royalties if they can avoid it. CDMA2000 has chipsets available, is cheaper, and can be implemented faster than DS CDMA...Is it so bad that Q makes more cash in the process? As a Q shareholder, are you pertubed? Not me. I like what they're doing..."

interesting. i didn't hear Dr. J say this this year regarding the wcdma standard. if he did say it it must have been mid last year. the standard, as of the end of march, was fully in place; only aspects left were of minor consequence, none of which, to my knowledge, are ASIC dependent. full approval of all the i's and t's (language) occurs in about two weeks. as for CDMA2000 chipsets being "available"...certainly not for resale. Toshiba obviously believes they can produce wcdma chipsets in a timely manner (for the 2001 rollout) otherwise they would not have made the announcement. are you referring to the testing versions of CDMA2000 being "available"? ERICY, NOK, and several Japanese players have wcdma "chipsets" available relative for testing as well. i don't think this implies the final model build however

as for CDMA2000 chipsets being "cheaper"...where did you come up with this? NTT has consistently stated WCDMA is "cost effective" over other 3g forms - at least cost effective for them
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