Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.20

-3.3%

3:59 PM EST

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To: Ruffian who wrote (110827)	1/12/2002 12:27:11 PM
From: Keith Feral	Read Replies (2) of 152472

What a great spin for QCOM!! "The house takes all." Of course, his seperation of CDMA2000 and WCDMA is an interesting angle. QCOM collects the same royalties for WCDMA as CDMA2000. If he wants to make arbitrary predictions that QCOM will only receive 3% WCDMA royalties, he is entitled to his opinion. At one point, I'm not even sure QCOM would ever get paid. It's good to see him publicly applaud QCOM's IPR victory in the WCDMA equipment market. However, if people want to play WCDMA, QCOM's IPR assures that, "The house takes all." I don't mind his rhetoric about 1xRTT. QCOM still has an 12 month lead time over WCDMA at this point. Critical mass for WCDMA is at least 18 months away. J Phone and DoCoMo will both be live by June. VOD is not that far away once the standards get hammered out in Japan. The sooner that the house takes all for CDMA2000 and WCDMA, the better. It's ironic to sense the amount of nervousness about the outlook for CDMA2000 and WCDMA at the very moment that the product cycles are about to start generating revenue growth and EPS growth for the first time since Q4 1999.

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