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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: SKIP PAUL who wrote (15582)	9/27/1998 4:43:00 PM
From: Clarksterh	Read Replies (1) of 152472

Excerpt from article Williams said this indicates ETSI is keeping an open mind on air interfaces. Although ETSI specified wideband CDMA based on NTT DoCoMo designs for its IMT-2000 phones, Qualcomm's efforts to foil the NTT DoCoMo version has thrown the effort into question. Williams said the TDMA environment allows flexible broadband channels in new wireless services without the difficult issues of intellectual-property rights. First, this is a tacit admission that ETSI realizes that Qualcomm has a reasonably good block on mobile, cell-system CDMA. Good enough that ETSI may have to drop it and fall back to TDMA. Obviously it would be better for Qualcomm if there were a merged standard, but how bad is it for Qualcomm if the competition is using TDMA and Qualcomm is using CDMA-2000? Probably not too bad at all. It is looking more and more like this may happen since there just isn't a lot of time to fix the standard, and I don't think Qualcomm is just going to license their technology without some sort of change in the standard. Clark

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