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

QCOM 169.27

-4.8%

Jan 12 3:59 PM EST

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To: Ramsey Su who started this subject	1/24/2004 10:14:40 AM
From: JohnG	Read Replies (1) of 197177

Coot. This delay in DV availibility has to be weighing heavily on Sprint. 1) Please refresh us on QCOM's timetable on proceeding with release D. I have not seen this recently--if ever. 2) Please refresh us on QCOM's objections to proceeding with release C. These have always been vague to me. It was my impression that NOK and others have proceeded to develop the release C spec just the way they went with the WCDMA spec. That is, there was a competition for writing specs, and getting the Co IP included in the spec without first doing lab research in order to know what actually worked in the real physical world and then writing specs around that. Thus, it is my belief that Release C is based on some unworkable, bastardized, politcally appealing set of immature specs. As for release D, I don't know if QCOM input lab research and was able to get a quality set of specs that will lead to a real quality product. Do you? I understood that the main reason EVDO worked so well was that QCOM wrote it independantly around real world lab research. The idea that Lucent and TI and Nortel will get Release C going seems unlikely to happen. It has always been the cooperation between QCOM and the Koreans that got the CDMA specs debugged. After seeing how thoroughly NOK, ERICY, TI etc screwed up the WCDMA spec, roll out, product quality, etc , I think Sprint would be insane to go with a product developed by this group of CDMA screw ups.

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