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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 147.19-3.6%Feb 3 3:59 PM EST
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To: William Hunt who wrote (365)7/7/2000 7:31:25 AM
From: Lipko  Read Replies (1) of 197507
 
In theory (we hope this only) it seems that Qcom has been outflanked except for the Americas. When so much appears lost, what does Q intend? Surely, they have a contingency plan, but they have been incredibly quiet. Does W-CDMA work? Is there a transition path from GSM? Is it Memorex or real? Q says no - but if so, what is everyone else doing here? I was a believer, but that VERY difficult now. What about inter-operable chipsets? What about WCDMA royalties? Do we now assume that patent victories will be necessary in court? If Q has a chipset/SIM type solution to compatibility, don't we deserve to hear about it in a direct and positive fashion? Will SK Telecom really implement 1X in just a few months, if so, what's that about in the current scenario? How can Korea lay a WCDMA system from the ground up without incredible expense and time? All the public statements of concern with CDMA seem to be about roaming (sub-rosa, about Qcom technology and anti-Americanism?) If roaming is the main concern, then Q needs to provide a solution FIRST AND PATENTED, and inquiring minds (MINE AND YOURS) want to know. Praying that this is the LAST SHOE. John

Edit - BLG, I really would like to believe what you wrote in 367, and I hope you're correct. However, can we see SOMETHING positive? John
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