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

QCOM 154.53

-0.8%

Jan 26 3:59 PM EST

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To: Maurice Winn who wrote (44038)	1/6/2005 11:41:58 AM
From: carranza2	Read Replies (1) of 197381

You might find this interesting: equitekcapital.com This too: americasnetwork.com And especially this: shorecliffcommunications.com If you really want to keep your finger on the pulse of OFDM, you might want to bookmark this cheerleading site which does does have a comprehensive news collection service: ofdmnews.com Siemens and Flarion are cooperating on developing products but, importantly, they are limited to the 450 band: 3g.co.uk And the highly-motivated Koreans, who are tired of whining [and paying Q a bloody fortune each quarter], are not sitting on their hands: thefeature.com All of this development work suggets to me that things are running apace; that ingenuity cannot be stopped; that people are doing what they can to avoid Q's CDMA stranglehold; and, most importantly, that they are struggling to make business cases for these new technologies. Therein lies the rub. The ultimate question/riddle is this: will all these wonderful developing technologies trump WCDMA in view of the vast amount of funds already spent in getting it to market? And, if they are only partially successful trumpers, which seems the likely outcome to me, to what extent will they take business away from 3G carriers? I see the recently announced super 3G effort as a means of trumping yet to some degree adopting these technologies so as to make the ungodly 3G expense worthwhile. A means of not having to undertake yet another fresh [and expensive] development effort. A trump and an embrace, if you will. In view of this, Q needs to get behind super 3G while exerting all of its influence to make sure that super 3G has as much of a CDMA basis as possible. It seems intuitively obvious to me--but I recognize the possibility of error here--that super 3G does not necessarily bring with it the prospect of a loss of Q's royalties because of the need for super 3G to be seamlessly compatible with WCDMA. Nonetheless, the opportunity certainly seems to exist for carriers and Q's competitors to pressure Q on royalties. Given the need for seamless compatibilty, it seems that such pressure might not be very successful, particularly if Q has decent OFDM IPR in its pocket.

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