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

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: Ramsey Su who started this subject	5/8/2003 11:36:45 PM
From: JohnG	Read Replies (2) of 196735

It seems to me that the strategic intent of NOK and TXN in pushing QCOM to DV would be to slow down the development at QCOM. DO is way ahead with it having been implemented in Korea and a Fall to Spring implementation in Japan. Also Verizon is beginning to implement DO in the US and Uniocom in China. If QCOM supports the DV standard there will beat least 4 effects: 1) Those rushing headlong to implement DO may loose focus and slow down 2) QCOM will be embarking on a path where NOK and the Euronuts can controll thr standard process to muddle and delay progress 3) In the medium run, fewer - not more ASICS will likely be sold by QCOM. 4) QCOM will have to dilute its efforts to rapidly develop the Zero IF, Multimode, multiband world phone ASIC. This is the ASIC that strikes terror into the heart of NOK and TI and INTC because there is no way that they can compete. Clearly Sprint has been losing its lead in software and 3G to Verizon due to being stubbornly against Brew and demanding DV. QCOM would be stupid to fall into this trap and lose focus, speed, lead time and first mover advantage. Best to move on and go for whatever follows 1X EV DO. I presume this is voice diversity and then possibly then using more than 4 1.25 MHz channels. Verizon's outstanding success with data over 1X EV DO should prompt it to move rapidly to this system. Remember that Engineer has taught us that, once 1X is in place the cost and time to move to 1X EV DO is minimal. Thus VZ could have its EV DO network operational by Jan 2004. As would Korea and later Japan. If Sprint doesn't get moving, they will fall farther and farther behind. These cornbread heads from KC have no appreciation for speed and first mover advantage. US Cellular will have DO in place before Sprint. If Sprint has no sense of strategic advantage, QCOM should not shoot itself in the foot just to fall into the same dismal swamp as Sprint. OK, Sprint may be sincere and also want more phone makers -- like NOK AND in liking DV rather than dedicated DO channels. But my guess is that this TXN leak is just so much Vaporware BS on the part of TXN -- probably with NOK's blessing. Imagine QCOM trying to pioneer a new technology with the cornbread heads in controll. What a mess. Stick with the tried and true Koreans who get things done -- and fast.

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