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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 181.84+0.9%Jan 8 3:59 PM EST

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To: Dennis Roth who wrote (14631)9/5/2001 4:31:18 PM
From: Dennis Roth  Read Replies (2) of 197124
 
Qualcomm thinks key for 3G-CDMA will be applications
Extracted from: Applied Micro eyes modest rebound
cbs.marketwatch.com
Qualcomm: Talking about generations

In a later presentation Wednesday, Qualcomm President Paul Jacobs
commented on the evolution of CDMA (or code-division-multiple-access)
wireless communications technology, saying that applications will drive interest
in 3G.

"There's a lot of hype right now about [second- and third-generation] CDMA," he
said. "You will hear a lot of noise from 2G people, but in the end the difference
will be the services that 3G can support at a cheaper cost and greater speed."

Jacobs also updated attendees on the progress of
CDMA in China, saying that, since deployment is
moving along, marketing will become important. He
also called India a "potential big opportunity."

Asked about the revenue potential of the company's
BREW (binary-runtime-environment for wireless)
software platform, which runs on top of its handset
system software, Jacobs explained that Qualcomm
currently licenses the product free of charge because
it wants BREW to be as broadly deployed as possible. The company expects
eventually to make money on the technology through revenue-sharing
arrangements based on applications developed to run on top of the platform.

Shares of Qualcomm (QCOM: news, chart, profile) dipped 77 cents, or 1.3
percent, to $53.53, in afternoon action.

Michael Baron is a reporter for CBS.MarketWatch.com based in New York.
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