Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.33

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11:44 AM EST

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To: A.L. Reagan who wrote (94292)	2/22/2001 10:45:46 PM
From: Floody	Read Replies (2) of 152472

Isn't it possible that IJ's game plan is to push all flavors of CDMA but really praying for CDMA 2000 to win? My own personal take is that you don't spend billions on the advance of CDMA 2000 if you don't want it to win. If wCDMA gets delayed long enough(let's say for true technical glitches rather than political or financial reasons) then wouldn't European GSM types eventually need to integrate 1XEV into their spectrum to remain competitive with the likes of Sprint and Verizon networks,assuming of course that customers truly want 3G services? If these GSM operators had no choice but to switch to CDMA 2000, wouldn't that put IJ in the drivers seat with respect to future royalty rates and Microsoft like bargaining power? I just get this funny feeling that events are unfolding to IJ's advantage,however for political and practical purposes he can't show his hand.(it is quite interesting that shortly after the "negative" press release about the delay in wCDMA there is an immediate counter release reassuring the world that there is in fact no delay in CDMA 2000 systems). Is IJ saying to GSM crowd, If you want to make money follow me to the promised land?

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