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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 179.26

+0.5%

Dec 15 3:59 PM EST

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To: Craig Schilling who started this subject	2/28/2001 12:25:23 AM
From: Keith Feral	Read Replies (1) of 152472

I don't begin to understand this newfound criticism of Dr. Jacobs on the forbidden thread. He articulated the problems with GPRS handsets 2 days after QCOM announced multimode chipsets that would make all modes of CDMA intercompatible. ALA confirmed the problems with GPRS by saying they would not be able to offer a GPRS handset for GSM carriers until 2004. For the new UMTS 5 MHZ spectrum, has anyone read of a single commitment from VOD, BT, Deutch Telecom or anyone else insisting on GPRS as the only solution for data? Also, many of the smaller carriers could easily pass on the GPRS handset market by introducing multimode 1xEV/GPRS/GSM chipsets that could enable them to be backward compatible with the existing GSM 1.25 MHZ spectrum. Contrary to the belief of NOK, WCDMA could be achieved through an evolutionary pathway similar to CDMAONE than their claim that it must be revolutionary. QCOM now presents a real economic threat to NOK in Europe. QCOM's data solutions have a clear cost advantage with respect to bandwidth compared to GPRS when you analyse the download times. It looks to me like QCOM is doing everything they can to accomodate the transition to 3G for GSM carriers. Now that the standardizaiton of CDMA2000 for 1.25 MHZ spectrum has taken place, QCOM is rolling up it's sleeves and making the same thing happen for 5 MHZ spectrum. QCOM is not acting like a complacent company blindly waving the CDMA2000 banner anymore. They have continued to make the brilliant technology breakthroughs to make the provide the same evolutionary pathway for GSM carriers that they provided for CDMA carriers. Everyone is going to end up with compatible networks based upon each carriers desire for roaming and interoperability. For QCOM shareholders to suddenly criticize QCOM for taking it's business plan to Europe seems to be a contradiction. The FUD does not start with QCOM, although they could be criticized for taking so long to get around to developing enabling technolgies for GSM upgrades for UMTS and GSM 1.25 MHZ networks. However, they have a clear priority for developing their technology for existing CDMAONE 1.25 MHZ networks before they could demonstrate the similar solutions for non existant 5 MHZ spectrum networks. I think that the lingering pretention about CDMA2000 vs. WCDMA is unproductive. That is history now that the benefits of 1XEV can be integrated into the both narrowband and wideband networks for CDMA and GSM carriers. Who cares if you are CDMA first and CDMA later or GSM now and CDMA later? I wonder if this realization was behind Goldman's removal of NOK from their recommended list. At this point, it doesn't matter if you start with a GSM network and introduce multimode chips to evolve it into a WCDMA/1xEV/CDMA2000 network or if you start with a CDMAONE network and evolve it into a CDMA2000/1x/1XEV/WCDMA network. I think that China Unicom must have realized this point before they decided to go ahead with the deployment of new CDMA networks in China. I expect that the company has some explaining to do and some contracts would be nice to confirm all of these new possibilities.

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