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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 179.02

+3.7%

Nov 5 3:59 PM EST

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To: Asterisk who wrote (8610)	2/18/1998 1:20:00 PM
From: tero kuittinen	Read Replies (5) of 152472

Hi Michael, That was reasonable. Thanks. I understand that the extent of commitment European operators have made to W-CDMA has not been reported in USA. Just like the whole W-CDMA concept seemed totally alien to Americans in the telecom threads just six months ago. I guess this is why internet might be a good thing... you can get viewpoints your national media does not provide. If you keep your mind open. When Qualcomm starts selling its GSM-overlay CDMA to European operators it will become clear just how committed they are to W-CDMA. Or whether they would rather get narrowband CDMA with handsets that no European customer would by because of their weight, diplay and standby time limitations. Of course, it is possible that some operators will take the chance and there is suddenly a two-year leap in technological advance of CDMA phones. Wouldn't bet on it, though. Companies endorsing Qualcomm's CDMA is a flexible notion, I guess. But by no stretch of imagination can one argue that Nokia endorses the standard by manufacturing phones for it. You know, Nokia produces phones for Japan's Personal Handyphone System as well. Yet I would like to see the industry analyst who claims that Nokia is endorsing the standard. Phillips and Motorola are pumping out new GSM models every couple of months and putting far more R&D money into GSM products than CDMA products. Remember the nagging quality gap between GSM phones and CDMA phones? It's that yawning gap in the R&D expenditures that is causing it. There is a huge difference between producing phones for some standard just to cover all bets and channeling most of your money and brainpower into the most lucrative standard. This difference shows no signs of dissipating. Was this agreement between Qualcomm and NTT that NTT would only endorse Qualcomm-CDMA compatible 3G standard perhaps reported in Total Telecom? Or was it touted by Qualcomm bosses? Either way, it's pure hogwash. NTT just endorsed a 3G standard empathetically not compatible with IS-95. Ericsson and Nokia made damn sure of it. BTW, I said as much last summer. Everyone in this thread claimed that the Qualcomm-NTT deal is valid. I haven't seen anyone retracting. This unability to own up to past misstatements leaves people dangerously misinformed about basic issues in the industry. And believe it or not, this is why I post here. People reading this thread and swallowing the outrageous misinformation like that NTT-Qualcomm angle deserve an alternative viewpoint, even if just two posts per month or so. Maybe it makes them to go out and find out facts from neutral sources. Call it humanitarian impulse... I hesitate to evoke the brotherhood of man theme here lest the more sensitive readers have a cow about christian subtext again. Tero

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