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

QCOM 174.01

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Nov 14 3:59 PM EST

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To: Eric L who wrote (9935)	5/11/2000 6:47:00 AM
From: Maurice Winn	Read Replies (1) of 13582

Eric, yes, IP has been buried in CDMA since 1990 [or whenever the beginning was]. Apparently somebody involved with it was an internet nut and said it had to have IP in it [internet protocol, not intellectual property though it has both]. I have no idea why circuit switched mode was used [I suppose it interfaced with other systems more conveniently than IP mode at the time]. There's a first pass, but maybe somebody who actually knows can confirm. DDI announcement tomorrow. Vodafone announcements in UK to be soon I suppose. China WTO coming up. Things are moving quickly. Nokia had better think about signing up to buy cdma2000 ASICs without messing around too long. Sure, CDMA handset margins are small, but Nokia has to be in or simply become obsolete. Being the best, they can just enter and kick the 10 bottom CDMA subscriber licensees off the bottom of the food chain. All good fun! Mqurice

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