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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.59

-3.9%

Nov 20 3:59 PM EST

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To: Joe NYC who wrote (15604)	9/28/1998 6:43:00 AM
From: Dave	Read Replies (1) of 152472

Jozef: Why would any company selling CDMAOne now with clear path to CDMA200 junk all their investment for a pipe dream called W-CDMA? W-CDMA may or may not happen. One of the press releases stated that it may take 5 years for all the dust on W-CDMA to settle. Yes, it may take five years, but that doesn't mean that Ericy et al. can't sell W-CDMA equipment. Remember, to prevent Ericy et al. from selling W-CDMA infrastructure, the Q has to get a preliminary injunction against Ericy et al. That is extremely difficult to do in a patent infringment case, where many issues can be brought up. Secondly, to answer your question Why would any company selling CDMAOne now with clear path to CDMA200 junk all their investment for a pipe dream called W-CDMA First off, W-CDMA is no more of a pipe dream than is CDMA2000. Secondly, it is market share. Which standard has the greater market share, TDMA/GSM or CDMA(IS-95)? That answer is TDMA/GSM. Now, if the ir customer's demand it, you will see a switch from CDMA(IS-95) to W-CDMA. dave

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