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

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To: waitwatchwander who wrote (33235)	3/9/2003 4:06:13 PM
From: carranza2	Read Replies (1) of 196713

If you can't beat 'em ... join 'em? No, co-opt them. Both versions of GSM1x will require use of a CDMA 2000 multi-mode handset. Who will be making the pre-eminent ASICs for such a phone? Want to bet it won't be Nokia? It has no incentive to do so, even if it were technically competent. Take a look at this, in which the two versions of GSM1x are discussed. qualcomm.com Under both GSM1x versions, MSN and the Global Gateway, multi-mode phones with one mode being CDMA 2000 are required, though single mode CDMA 2000 sets will do, too. How do you think the CDMA 2000-impaired Nordic Cabalistas feel about the widespread use of CDMA 2000 single mode sets and/or multi-mode sets with CDMA 2000 being one of the modes? As I understand it, Q has enough IPR to not pay a nickel in royatlies to the GSM bunch, but the obverse is not true. Can you see the Cabalistas happy about such a development? The bottom line is that Q makes a bloody mint out of GSM1x if it is widely accepted, and not just out of the GSM1x software. In many ways, the difficulty with GSM1x is reminiscent of the difficulties Q had with CDMA. It promises carriers a better, cheaper, etc., system but there are entrenched interests who are not willing to give Q the keys to the wireless kingdom. C2@theflyintheointmentmeboy.com

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