Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 177.78

-2.2%

Jan 9 9:30 AM EST

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To: Webster who wrote (98493)	4/30/2001 5:39:09 AM
From: Mika Kukkanen	Read Replies (8) of 152472

Web: Of course we would say that: "NOK will claim (along with Tero and Mika and others) that GSM along with w-cdma is an "open standard". Their double talk provides reasonably good logic for those not willing to look beyond their nose (EU service operators). GSM is also open for any new entrant who wishes to pay up to 29% royalties to compete in GSM." It is not double talk. Okay so a new entrant (equipemnt supplier) will find costs higher, but the simple fact is that GSM is a success because of low costs as there are far more players in it than somehting like cdmaOne. Operators are not stung with costs or royalties in the GSM/WCDMA world, and so IPR costs are not passed on due to the comepetitive and open nature of WCDMA...well actually one IPR cost does indeed get passed on and that is thanks to Quaclomm (as there is little or no cross licensing. Ironic isn't it?). The whole San Diego spin is quite funny. If cdma2000 is as good as people posting here hype it to be, why hasn't any European operator opted for it? Before anyone post a lie about it being blocked (as it is NOT true, but concede it is true in exisitng spectrum 900/1800), ask yourself why even after Vodafone's test of cdma overlay that they said there was no economic benefit of doing so commercially. Secondly why has no Asian GSM operator opted for it? Another part of your post: "Non-essential IPR claims on w-cdma will also provide a competitive advantage for NOK (in their dreams). That cozy logic is about to change. There is simply no place for GSM operators to go. GPRS won't work up to promises and w-cdma will be delayed until 2004 to 2005, or further." Again, utter "bollox". It's about time that people got used to the idea that other companies are driving the market or some will be seriously dissappointed with a certain San Diego mangement team. The Qcom dream some of you cling to just wont happen. Qcom of course will still get royalties no matter what (so be pleased!), but as a commentator of the market/industry they are just a bit player and not taken that seriously (compared to others) Also keep an eye on OFDM technology as that becomes more mature.

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