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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.24+1.8%1:10 PM EST
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To: Clarksterh who wrote (16739)10/19/1998 10:37:00 AM
From: DaveMG  Read Replies (2) of 152472
 
Thanks Clark,

Yes, I see.."2) The big advantage that CDMAOne offers is cost of ownership. CDMA-2000 will lose much of that advantage to W-CDMA".

But what would happen in the interim, say the next 2-3 years? Would it be cheaper for a GSM operator to move to WCDMA than CDMA2000? That's not yet clear is it, although I suppose GSM equip manufacturers would have the advantage of their long standing vendor relationships.And why should Q care which system wins out, since it has critical IPR for both. The competition in all aspects of any converged standard is going to be intense as well. It does seem no matter how one slices it Q is a winner, which has long been Greggs argument.

Thanks again..DaveMG
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