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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.27

-2.7%

1:34 PM EST

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To: tero kuittinen who wrote (8598)	2/17/1998 8:31:00 PM
From: Asterisk	Read Replies (1) of 152472

Tero: A couple of things stand out in your post: First, WCDMA (as proposed by ETSI) is a proposal for a proposal for a standard. Basically the way that I understand it the groups of ETSI have agreed that it would be a good idea to have a TDMA-CDMA system. They have submitted this idea as a proposal to the EU which still has to approve that this is a good starting place. After that happens ETSI will put some meat on the bones of this proposal. So it is hard (if not impossible) to take as a threat something that is still at least a year from becoming a proposal much less a product. This especially true as QCOM and Vodaphone announce the results of an Arthur Anderson financial review of their overlay (something that any system can do now). Second, as someone has earlier pointed out just because someone voted for the idea of WCDMA (remember it isn't a standard yet) doesn't mean that they gave it a ringing endorsement. The only thing that this vote from ETSI means is that they were able to come to a compromise as far as what air interface they will use for UMTS. That is a long way from having a standard in hand. Their current agreement is something like saying that everyone can agree to speak English on this bulletin board. We can still have disagreement on whether to use Kings English or American Slang. If we had to agree to that we would be sunk and yet that is what ETSI still has to do. Third, the founders of QCOM wrote their origional (Published) theses (see Gilhausen et al) on the capacity of CDMA in a mobile environment in the early 1980's. This indicates to me that they were doing research(at the theoretical level at least) since a few years before that. It takes months to years to publish a paper and quite a while before that to get the data to support your conclusions. Fourth, when you say that the people buying into IS-95 are mostly the dregs of the communications world I would really like to know who you mean. Does this include Nokia, Motorola, Alcatel, Qualcomm, and Phillips? All of these companies make phones, infrastructure or parts for CDMA phones. Fifth, you keep on waving NTT-DoCoMo in the face of the people on this thread. Have you forgotten that the presidents of QCOM and NTT got together and agreed that whatever system NTT finally got into it would be backward compatable to IS-95 (as I remember it). Look back in the posts on this board and you will find an announcement to that effect. I could go on for hours, but I think that more questions later would be better as this post is long enough already.

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