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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.07

+2.6%

Dec 3 3:59 PM EST

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To: Asterisk who wrote (17429)	10/30/1998 12:36:00 PM
From: tero kuittinen	Read Replies (4) of 152472

The fact that GSM 1800 networks are now springing up everywhere to bolster GSM 900 networks gives the standard a big capacity boost. Besides, the big advantage of maturer systems is that they are more efficient - Nokia can squeeze much more out of the GSM networks than CDMA manufacturers can out of their own system... they've been making GSM infra for six years now. It's a lot better to have a 56 kbps GSM smartphone actually on the market than a promise of a 1 Mbps CDMA phone and a 14 kbps CDMA in the shops. What I'm getting at is the technological development of GSM hardware is still proceeding at brisk pace while many of the advantages CDMA promised are still on the horizon. Chinese situation is a good example. The CDMA handsets being what they are, why on earth would any company launch a CDMA network in China? It couldn't promise its customers countrywide roaming equaling GSM in three or four years. It couldn't promise handsets rivaling GSM handsets in specs or quality or design. What's left? Promise of a new day? I don't think so. CDMA needs some killer ap to justify its existence in several markets and right now there is none. Has anyone in this thread really grasped the depth of existential angst Qualcomm's new smartphone should evoke in IS-95 enthusiasts? The specs are nearly same as in three year old GSM phones when this CDMA entry hits the market next summer. Does this not invalidate all the grandiose promises of clear technological superiority to end users Qualcomm so blithely made? The new Symbian platform will not result in "epic battle" as some hopeful Qcom plugger has already stated in this thread. The Symbian consortium controls 80% of the European handset market, 70% of the non-Japanese Asian handset market, 70% of the US handset market. Against this promethean strenght Qualcomm can offer maybe 5% of the overall US handset market. Double yahoo. There will be no contest - the new universal smartphone standard is called Epoc. The websites will tailor themselves to fit it, content providers will introduce news, gambling, games, stock information and other products for it. Major Asian electronics companies are already embracing the platform. Qualcomm painted itself into a corner by adopting a narrow, exclusive Palm Pilot platform. It will never create the kind of global momentum Symbian will. Ultimately this will give a huge boost for W-CDMA... it is not only compatible with a 110 million-user global GSM community (November -98) but also the core Symbian standard. Tero

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