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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 182.19

+3.5%

Dec 10 3:59 PM EST

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To: gdichaz who wrote (12451)	7/16/1998 10:36:00 AM
From: tero kuittinen	Read Replies (4) of 152472

Steve - I'm sure GSM is not too popular in Korea... the government has forbidden its use because it wants the country to emerge as a force in CDMA. The sound quality issue has been completely changed by the EFR technology incorporated in all new GSM handsets. Every report I've seen confirms that this gives GSM parity with CDMA; most recently Wall Street Journal noted the huge quality improvement represented by EFR. Consumers are not noticing any difference between EFR-equipped GSM-handsets and CDMA handsets, go check this out in the nearest store if you do not believe me. This is one of the problems with CDMA - its expected technological superiority has not been evident. As I recall from 1996 pretty much every poster here predicted vastly better stand-by times for CDMA handsets. Incidentally, it's the stand-by time that matters to most consumers, not the talk time; few people spend hours on mobile phone. Moreover, the software and display technology of Nokia phones are clearly superior to Qualcomm's models, just visit any store and test some 6100 model. More and better accessories. The size of 6100 models is considerably smaller than the size of QCP's. And I'm not even getting into the plastic issue. This is an across-the-board quality problem for Qualcomm. The "no new deals" is a straw man if I ever saw one. Over 100 countries have already installed GSM, of course the deals are now mainly expansions. There is a GSM operator in every major population center in China. The extensions of these deals are hardly anything to scoff at: they will run into well over 10 billion dollars in the near future. You can have Congo. There is a huge worldwide increase in GSM infrastructure spending as networks expand from GSM 900 into GSM 1800. I don't see how the dollars coming from these deals are any less valuable than from new CDMA deals in minor third world countries. There may be a new CDMA network in Australia but the major expansion of the existing GSM network is just as big news. Meanwhile, GSM is where the handset profits are at. Tero

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