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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 176.12-1.8%Dec 16 3:59 PM EST
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To: carranza2 who wrote (4302)11/5/2000 2:48:48 PM
From: Maurice Winn  Read Replies (1) of 196974
 
<If it doesn't work, why is the Q designing chipsets for it?> Maybe Moore's Law and other developments from fuel cells to SiGe will make W-CDMA combined with OFDM in the recently defined 5G standard Message 14439746 [or even the 10G GSRS-inclusive standard] the CDMA mode of choice.

As Irwin Jacobs said, multimode, multiband, with high functionality is not going to be expensive architecturally or operationally in phones. QUALCOMM obviously thinks that if things take long enough to roll out, then W-CDMA will have a very good position and they want to be ready for it and to lead developments if that situation evolves.

W-CDMA has still not moved out of the vapourware configuration and the intent of it is still primarily to retain the GSM Guild's [GG] marketing position. The issue is whether 1xEV, cdma2000 and variations bring pressure to bear quickly enough.

Right now, W-CDMA doesn't work and seems to have a losing position. But QUALCOMM has got both ends of the board covered - they are playing both the black [W-CDMA] and white [cdma2000] pieces. Kasparov lost to a human recently, having been thrashed by Deep Blue [the IBM computer] a couple of years ago. QUALCOMM's approach is to use both the black and white pieces and that seems like a no-lose position to me.

Mqurice
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