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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: DaveMG who wrote (603)7/10/2000 4:38:20 PM
From: Valueman  Read Replies (1) of 197509
 
Anyway, I'm not suggesting in any sense that IJ lacks integrity so no lynching please, just that I think he really has lost the standards game and one therefore has the right to question his judgement.

Well, you ARE suggesting IJ lacks integrity if you believe what you write. If what you say is true, IJ's Bloomberg interview, for instance, is a pack of lies. How has IJ lost the standards game? Hasn't he gone from a "it won't work/it defies the laws of physics" standard to one that will be the foundation of nearly ALL wireless going forward? Is that a sign of poor judgment? I suggest you see how this plays out before re-enacting the IJ bashing of years previous. I have never been disappointed with QCOM's management. I see no reason to think they gave it all up after winning the world.

WCDMA is clearly wiping the floor with CDMA2000. At this point it is reasonable to question whether there will ever be any CDMA2000 networks built in the new spectrum. Is this a circumstance IJ expected to be in? I doubt it very much. Of course he is putting the best face on things.

Slamming management again I see. "Wiping the floor" is an interesting comment. I see cdma2000 going in USA, Canada, Brazil, Mexico, Australia, Japan, China, Korea, and NZ this year and next. I see some detuned WCDMA in Japan in 2001 sometime maybe. CDMA2000 will have one large ass by the time WCDMA is able to muster up a good wipe. Will there be a need for buildouts in new spectrum? Who says that if you build it, they will come? Why is there an auction for new spectrum in the first place? Because GSM is so pitiful in its efficiency, they can't stretch what they have any further. Can the same be said of current CDMA buildouts? IJ, a man whose word is gospel in my opinion, seems to believe he has a solution that is applicable to current spectrum ,and a solution that provides for all the bells and whistles called for in the 3G standards.

Yes any flavor of CDMA is good for Q but more CDMA2000 would be better. Q will have greatly expanded opportunity in a 3G CDMA world, but Q's advantage will be greatly diminished, which would have not been the case had CDMA taken the game.

Once again, a statement that directly contradicts what has been uttered by IJ.

As you all know Q has not participated in any of the WCDMA "tests". As Gus is suggesting, Q will have to trade royalties for the right to play the WCDMA chipset game, and perhaps have to trade royalties in exchange for a partnership.

Ahhhh--now I see the source of your idiocy. Gus Gus he's our man.
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