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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.34-0.3%12:05 PM EST

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To: DaveMG who wrote (19926)12/17/1998 1:55:00 PM
From: Greg B.   of 152472
 
DaveMG,

Appears that NTT DoCoMo prefers to proceed with its W-CDMA development efforts, and does not want manufacturer(s) to delay deployment. It is interesting that one of the articles suggested European operators would also chime in on taking a united stance, but made no mention of North American GSM operators.

Curious to know if, in this announcement, DoCoMo and the select group of European carriers would warm up to a harmonized version of W-CDMA. It would be a disappointment if they did not express a preference one way or another; otherwise why bother issuing a press release? My guess is that DoCoMo would support adequate harmonization with cdma2000, before they would consider alternatives presented by Ericsson or Qualcomm. An even better release would express an opinion about the standards setting fairness principles; but I am not holding my breath.

This announcement might open the door for a strategic carrier-centered response from Qualcomm.

Cheers,
Greg B.
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