Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.59

-3.9%

3:59 PM EST

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To: waverider who wrote (3656)	8/20/1997 9:12:00 PM
From: Techteam	of 152472

A pretty ironic comment from someone that supports QCOM which is known throughout the industry for its founders ability to exagerate. While manufactureres and operators argued the merits of CDMA vs. TDMA based technologies years ago, only QCOM continues to argue a substantial quality, feature or cost advantage of one versus the other. Sure operators and manufacturers that have committed to one or the other argue publicly but asked them privately or ask players such as Nortel that provide both and they concede little difference. As to QCOM position - do not count on the royalty income. Why? Name one company that has made a business collecting royalties on an industry standard. ... well? There are none. The standards bodies won't allow it. Therefore QCOM will have to make their money manufacturing. They may well be able to do that but the number of CDMA subcribers will likely be less than 20% of the worlds total wireless subs in 5 years. They will be chasing the smallest segement of the market but will see just as many and just as strong competitors as the GSM/TDMA segment. Before you brand me a MOT biggot. MOT has lost and will continue to lose market share in the handset market. It will never meet the earnings projections for 1997 or 1998. ERICY and Nokia continue to gain overall market share. They will likely be subject to falling phone prices in late 1997 and into 1998 but appear OK for now. BTW, Ericsson never said CDMA would not work but rather that CDMA would be late and would not meet the capacity or feature claims. Time has proved them right. No CDMA system is working at 20-1 capacity gains and the systems have proven as difficult to engineer as any analog or TDMA based equivalent.

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