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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 160.19-0.7%1:43 PM EST

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To: Mika Kukkanen who wrote (98509)4/30/2001 8:24:46 AM
From: Keith Feral  Read Replies (2) of 152472
 
To talk about WCDMA as if it were a completed standard is misleading. It will not be completed before summer. What do you call a WCDMA if it is synchronous and asysnchronous? Just synchronous? WCDMA2000. <g>

KDDI has opted for CDMA2000 and all of the Korean companies have selected WCDMA that is backward compatible with their CDMA2000 networks. Again, let's just call it WCDMA2000.

I hope you are right that WCDMA2000 isn't delayed until 2004 or later. It is beyond frustrating just to wait around for 12 months for the lag time from the standardization of CDMA2000 to commercialization. The lag time between the infrastructure buildout and the handset rollout is equally annoying. Hey, things take time in the real world, ask companies like INTC, MSFT, and QCOM which have introduced new standards.

I'm glad to see that you have finally admitted that QCOM is going to get paid royalties. It's your first direct admission. However, since QCOM is the only company that has bothered to develop the only ASICs for WCDMA, I think they are a bit more than a market commentator. QCOM has assumed a full role as the standards developer for WCDMA.

Cheers!!
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