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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: Ramsey Su who wrote (397)7/7/2000 10:39:35 AM
From: nbfm  Read Replies (5) of 197508
 
"QC is a major cost factor for 3G."

A very good point -- but according to many who post here, WCDMA will have a much more expensive royalty rate (because of the sheer numbers of companies that claim essential IPR). Therefore, from a cost perspective, CDMA2000 is, in thoery, a cheaper alternative (and this ignores the supposed technical advantages of the competing technologies).

If CDMA2000 was cheaper, then the carriers should be jumping on board rather then jumping overboard.

As for the thought that this is a ploy to reduce the royalty rates Q charges, why would a carrier commit to a technology (WCDMA) which costs more in royalties?

(Every negative piece of news recently can be explained on a piecemeal basis -- but the sum total of this news indicates that either carriers around the ENTIRE world have been bamboozled, or I need to re-think my base assumptions that Q is the toll gate to the wireless world.)

(P.S. If Korea goes WCDMA, I expect DDI to do the same. If this happens, the U.S. will stand as an island in a sea of WCDMA. If this comes to pass, and if there is an easy path from 1x to WCDMA, I expect Sprint and Verizon to jump ship.)
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