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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 180.88+2.0%Oct 31 3:59 PM EST

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To: mightylakers who wrote (13433)7/1/2000 2:09:55 AM
From: Maurice Winn  Read Replies (2) of 13582
 
W-CDMA wildly popular compared with cdma2000. Yes, that's right, DS-CDMA is the winner! MC-CDMA, which actually works, doesn't have a chance against DS-CDMA which is a twinkle in the 6-Musketeer's eyes, with definite plans to roll it out in 2006 or maybe 2008 if GPRS and EDGE are the huge success they are sure to be.

Those GPRS data rates are great; 9.6kbps or is it up to 20kbps already? With EDGE Xtreme up to 64 kbps or maybe 128 or 256; heck maybe in a few years EDGE will make it to 384 kbps, assuming of course that nobody else wants to use the system in which case the whole base station will probably be allocated to one user. Assuming also that it works, unlike the Nokia CDMA efforts to now.

HDR and 1X cdmaOne-based systems with always on and always hot to trot 64 kbps as you read this and accelerating into the megabit per second range in 2001 with HDR won't have a chance when people need only wait a few years to perhaps be able to get an EDGE system which will run much more slowly. Haste makes waste is the motto of EDGE, GPRS and VW40.

But at least the GPRS, EDGE, VW40 distorted chip rate sytems will cost more for the intellectual property required to support it. So instead of paying only 5 or 6% for MC-CDMA, service providers will be able to pay 15% for GSM to start, then maybe 15% for hordes of hungry bells and whistles patent holders who claim rights to W-CDMA technology, all of whom seem to have forgotten their engineering Hippocrytical Oath - they shall act in consumers' interests always, never cause harm to the patient and charge only a modest engineering cost plus development fee. Well, that's what they demanded of QUALCOMM for royalties. They forget their oath when it comes to their own greedy demands.

What a joke Korea Telecom is.

The funniest part is that people will believe them and think - "Whoa, Q! is in trouble! Everyone is going to buy W-CDMA."

Like Ericy last year, the 6 Musketeers will capitulate. They will NOT be able to arrange to steal the technology. They will have to pay the going rate for it and add their own extorquerationate 6 Musketeers, all-for-one and one-for-all patent royalties. Since the GSM Guild is so absurdly greedy, charging 15% for rotten old 2G GSM, their bill of goods will start off way too expensive and when overlaid on the late to market, technologically deficient DS-CDMA ASICs, they'll be unattractive.

To build a 15% GSM network, then overlay a hopeless 15% DS-CDMA network in about 2006 ... well, they won't compete with 5% MC-CDMA which will be up to megabits per second next year.

This surely all makes sense. Anyway, Hooray for the wonderful W-CDMA which 80% of people will surely choose in 2008. Of course, if Q! would just lower the royalties to, say, 0.5% which is fair payment, [provided free ASICs are thrown in] they'd be happy to drop W-CDMA and go with cdma2000.

Mqurice
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