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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: waitwatchwander who wrote (16657)10/16/1998 1:11:00 PM
From: Valueman  Read Replies (2) of 152472
 
One point that is overlooked here, and was made apparent to me by an individual that is both well informed and gracious enough to share his knowledge, is that the 3g debate is more over "turf" than "what is best." If the 3g solution was deemed to be cdma2000 today, ERICY would be in a world of hurt. They do not have this technology ready to implement, and would lose years in trying to perfect and implement this solution. In that time, QCOM/LU/NT would roll through Europe and destroy that stranglehold. In the same vein, if W-CDMA is chosen, ERICY is first to market, keeping that European market in their pocket. QCOM has not been working on W-CDMA, and it would take them time to get up to speed. In their case, that could be deadly if there are no royalties/license fees involved. The ERICY solution keeps the infrastructure cost up(high more basestations, etc.) and contracts rich, and gets them to market first. A compromise would level the playing field, make everyone work on a similar solution, with similar "time to market" scenarios. That is OK by QCOM I would think, and not an acceptable solution for ERICY at this time. We shall see.
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