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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 177.24-0.8%3:59 PM EDT
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To: Lin who wrote (13520)7/12/2000 1:12:03 PM
From: Keith Feral  Read Replies (2) of 13582
 
I didn't bother to read the article, but I wanted to make a few comments about the union of WCDMA and CDMA2000.

Using Korea as a prime example, they already have a CDMA infra that can be directly upgraded to CDMA2000. That is already happening right now as MC 2000 is being deployed to offer high speed internet access.

With the introduction of new spectrum in Korea, carriers are contemplating the deployment of either MC CDMA or DS CDMA. If you already had a CDMA2000 network that had the better technology spec's, why would you build a parallel network that did not roam with other networks throughout Asia. If the rest of Asia uses DS CDMA because of the GSM networks they already have in place, Korea may find DS CDMA to serve its self interest for roaming with WCDMA networks, i. e. DoCoMo or China Telecom.

I was relieved that QCOM's press release mentioned that they expect to be sampling their WCDMA chipsets next year. I would expect to see the company announce product announcments by February of 2001. (The company usually makes major technology roadmaps for the year known at February trade shows.)

Clearly, the argument that QCOM's IPR will be watered down in in IMT 2000 through the introduction of WCDMA is a complete joke. The company's PR today confirmed that every major company in the world except for NOK has signed 3G licenses with QCOM that include WCDMA. (MOT has only signed a license that includes MC CDMA.) However, I no longer fear the QCOM will overlook the larger market opportunities for DS CDMA by standing behind the argument that MC CDMA is a better technology.

It is time for the intellectually gifted talent on this thread to embrace the obvious migration of GSM to DS CDMA and the introduction of DS CDMA through IMT 2000. It is quite possible that MC CDMA will be a better technology for both narrowband and wideband systems, but QCOM must dominate the rapid acceptance of DS CDMA as being the preferred technology at this point.

QCOM is taking the strides now to make DS CDMA chipsets available for the commercial deployment of DS CDMA next year. I finally believe that the imbalance between DS CDMA and MC CDMA is officially over as far as any question of QCOM's participation. The key to QCOM's partipation lies in the fact that nobody has been introduced as an ASIC supplier to compete against QCOM for DS CDMA.
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