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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mmbw who wrote (36306)12/10/2000 9:37:46 AM
From: Labrador  Read Replies (2) of 54805
 
AT&T is trying to spin the discussion as not being a win for QCOM. True, AT&T won't pay QCOM royalties per se, since they're not a phone manufacturer. But AT&T will be building out a W-CDMA infrastructure, which is a major milestone for QCOM.

AT&T can try to spin W-CDMA as not being CDMA2000, but Q will get royalties nonetheless.

So AT&T, which for so long as stated that TDMA is as good as CDMA, and that they will implement EDGE, is trying to avoid the egg on their face. This is a major win, in my view, for AT&T wireless shareholders as maybe now they'll have a chance for success -- but going the EDGE route was the kiss of death for AT&T. They can now remove a few nails from their coffin.
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