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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 168.09

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Nov 28 9:30 AM EST

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To: foundation who wrote (7123)	2/8/2001 7:40:48 PM
From: Maurice Winn	Read Replies (1) of 196772

<font color=blue>Get<font color=red>IT<font color=blue>Here <Qualcomm's multi-mode chip set will also support various 2G and 3G standards, such as code-division multiple access (CDMA), cdma2000, wide-CDMA (W-CDMA), global system for mobile communications (GSM), among others, said Sulpizio. > QUALCOMM was dangerous [to competitors] when it was little. It is growing up to make Tyrannosaurus Rex look like a naked sparrow. If, as Irwin Jacobs said a couple of years ago, the cost, efficiency and size of this multimode ASIC are without significant penalty, then it means that the whole reason for W-CDMA is about to be ruined. W-CDMA was set up as a divergent standard with product differentiation and ring-fenced countries with the hope of developing critical mass network effects to ruin the advantage that CDMA early-adopters had in upgrade path and to capture market share. Ooops!! It looks as though subscribers will be able to buy a Q!-powered phone [or computer] and go anywhere. They'll use RadioOne, LaunchPad, BREW etc. The GSM Guild at their next meeting to discuss UMTS SETI 3GSMPP VW-40 are going to say to themselves as Q! CDMA races off into the distance, "Now what?" Texas Instruments [TI] probably thought they were smart, getting hold of the CDMA crown jewels and figuring that with their size and markets they could dominate Q! But perhaps Q! has got a very good strategy = do an IPR swap with some company which thinks they will mash Q! then simply apply amazing brainpower and beat that company. It makes the whole IPR business irrelevant other than as a negotiating tool. Just do better and get the markets. Take the TI IP [intellectual property], turn it around [into internet protocol] and IT [TM]. Then advertize Get IT Here and send enormous dividend checks to shareholders. It's all looking good. Mqurice

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