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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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To: foundation who wrote (32928)	2/28/2003 5:44:10 PM
From: John Biddle	Read Replies (2) of 196632

Qualcomm's motives in China, the largest mobile market in the world, are quite obvious. It stands to gain financially from the deployment of any of the 3G flavors -- CDMA2000, wideband CDMA, and China's homegrown TD-SCDMA -- set to be adopted in China's networks, as it is the owner of essential CDMA patents, which it licenses to great effect (see Qualcomm Posts Record Q1). It also produces a wide range of CDMA chipsets. This is the first 3rd party article I remember seeing that gives Qualcomm credit for owning TD-SCDMA intellectual property. So why does it favor CDMA2000 over the other 'flavors'? Basically, because there are already many companies producing CDMA2000 infrastructure and handsets, and Qualcomm would see returns quicker from an already mature product set. The CDMA2000 evolution path, from 1xRTT to EV-DO to EV-DV, would also maximize Qualcomm's income. It's a shame the author doesn't also give credence to the idea that the CDMA2000 product is actually better, and is a better deal all around, for carriers, their customers, and Qualcomm.

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