CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: Uncle Mikey who wrote (1563)	1/25/1997 4:09:00 PM
From: kech	of 1819

Mike - I have been trying to nail this down for some time. When I heard the DSC CEO I heard him talk about their Airspan product and I heard him call it a CDMA product and that they were installing it in China. Later I heard him talk about cellular business with Motorola - this would be the switching business. When I heard him talk about Airspan I heard the following: "The Airspan product is a more difficult product for us than many - its prove in time is exceptionally long - and it requires frequency allocation. But the product is working extremely well and we think it is one of the best WLL products in the market". I conclude from this that they are installing their own Airspan product and not selling to Motorola for their installation. I also think that I read a long time ago that their Airspan product is a different CDMA based WLL product than Qualcomm's. I recall a deal with Stanford Telecom to use their approach to CDMA. I also think I read that DSC is installing their Airspan for Metromedia in China which is not necessarily one of Motorola's customers in China for Qualcomm's CDMA. I own both DSC and QCOM and would be very happy to find out that they are using Qualcomm's CDMA but I don't think so. If you can shed some light on this I would appreciate it. I also recall in last quarter's DSC report where they had problems installing Airspan in a former Soviet republic - another reason I think this is not Motorola's product.

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