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

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To: Eric L who wrote (33275)	3/9/2003 8:56:49 PM
From: Jim Mullens	Read Replies (1) of 196717

Hi Eric, Re: GSM1X and the MSM6300. 1. Regarding GSM1X you mentioned two primary drivers, the first (“an attempt to plug the gap that has widened each and every year since 1999 between GSM market share and CDMA market share”) being apparently your reason “driving” Qualcomm’s development and promotion of the technology. I would imagine that that was not the primary reason Qualcomm developed GSM1X as it is my understanding that precursor to GSM1X (the CDMA GSM overlay) was conceived before 1999. In fact, a Qualcomm press release in February 1998 described the results (and the reasons for the CDMA GSM overlay) - “The enhanced hybrid technology combines the Code Division Multiple Access (CDMA) air interface with Global System for Mobile communications (GSM) networks, resulting in a cost-effective solution for GSM operators planning to significantly expand the capacity and features of their cellular and Personal Communications Services (PCS) wireless systems or for GSM operators planning new networks. The results demonstrate significant economic benefits over other TDMA-based GSM solutions for increasing network capacity.” And, “. In addition to being the most cost-effective network expansion solution, GSM-CDMA also provides a near-term, spectrally efficient evolution to next generation services including high-speed data and mobile/fixed convergence services. Also, being a significant Qualcomm investor, I again wonder why you disparage the company with the cute reference to DW-40, rather than the proper name. 2. Regarding the MSM6300 you state –“ All this is not the end of the world particularly outside China where demand for CDMA/GSM phones will be relatively low.” It is my understanding that Qualcomm intends to price the MSM6300 very competitively and eventually segment the market as Mr. Schrock stated “come down to the lower end chips also to address the markets throughout the world”. It has also been stated on several occasions that Vodafone is “extremely excited about these chipsets”. In that you are an investor in Qualcomm, I would also think that you would be “excited” about the opportunity for Qualcomm to finally enter the GSM market, the world market, which has the potential to dramatically increase Qualcomm earnings prior to the large scale commercial WCDMA deployments which may still be several years off. China with approximately 200 million GSM subscribers by itself would not be an insignificant market for the MSM6300 along with Australia and the rest of SE Asia which may follow China’s lead. I would be interested in your reasoning as to why “outside China where demand for CDMA/GSM phones will be relatively low”. Is it purely political, anything but Qualcomm, on the part of the GSM vendors and carriers? Thanks for your time- jim

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