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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.54

-1.2%

Nov 13 3:59 PM EST

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To: Gregg Powers who wrote (20496)	12/29/1998 11:10:00 AM
From: tero kuittinen	Read Replies (5) of 152472

I'm not giving you a break. Even if it's after-Xmas season. My point in Frezza Forum was that CDMA will not perform as well as hyped, that GSM and TDMA will do better in USA than anticipated. Remember that at that point the consensus opinion in this thread was that IS-95 was going to "demolish" GSM? Remember the time when the global total domination of IS-95 was not only imminent but also inevitable? My 1996 opinions turned out to be close enough to reality. You know perfectly well why Nokia and Ericsson have decided to spend a better part of the decade in developing W-CDMA, but not implementing it yet. They have a considerable GSM investment to protect. They are squeezing everything they can out of that platform before they move on. And that is the only responsible thing to do to protect shareholder value. The fact that Nokia bought a IS-95 license from Qualcomm means that they recognize Quyalcomm's claim to IS-95 IPR. That says little about W-CDMA, which is an entirely different standard. You can be sure that if Qualcomm ever starts making W-CDMA equipment they have to pay licensing fees to Nokia. W-CDMA networks are being built right now in Italy, China, England, Germany, etc. Commercial systems can't be built until the intellectual property squabbles have been resolved. But the current GSM operators are all preparing to upgrade to W-CDMA. They show no interest in cdma2000. And that's where the big money is - GSM subscriber total will hit 200 million during 2000. Mothra

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