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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.65+1.5%Dec 2 3:59 PM EST

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To: Raymond who wrote (6576)12/17/1997 4:20:00 PM
From: Maurice Winn  Read Replies (4) of 152472
 
Raymond, "...you continue to talk about WCDMA as a tactic to get a cheap license from QCOM". That's because I believe it's true. All the standards discussion in Madrid is only hot air in the absence of any working multimedia CDMA. Ericsson could well be left fallen between two stools. With GSM/cdmaOne a la Newbury, there is real risk for Ericsson.

I can't see why Germans would want to support Germans if they don't have the best technology. Ira Brodsky says the Europeans will approve lots of standards because there are going to be lots of approaches to multimedia CDMA. There will be NO attempts to get GSM working to multimedia standards. Looks as though GSM is a dead end. Now it is just a matter of who is able to build good multimedia CDMA.

Qualcomm and pals seem the best bet so far.

Ericsson and the others are hoping to escape Qualcomm's Intellectual Property rights. Otherwise, why not just go with W-cdmaOne.
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