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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: edwin k. who wrote (22552)	2/5/1999 4:47:00 PM
From: bananawind	Read Replies (2) of 152472

Edwin, You basically got to the right conclusion, but missed a bit on detail. GSM (and its little sister TDMA) are not analog. Like cdmaOne they are digital. But they are an older technology that is only 1/3 to 1/4 as efficient in using available spectrum vs. cdmaOne. For 3G wideband the Europeans want to change to a CDMA air interface while keeping their GSM ground network. Fair enough. Problem is they need QCOM's IPR to do this and Q has said they will only license the IPR if the new air interface standard is also compatible with existing cdmaOne infrastructure. That would be easy enough for the Euro's to do but would result in a competitive advantage for existing cdmaOne operators who would have to make much smaller, less costly changes to their systems to accomplish this. Thus the Euro's (and US GSM operators) have been reluctant. Actually it is really the GSM equipment manufacturers who are reluctant and have the most to lose - namely Ericsson. As soon as they admit that a backward compatible (to cdmaOne) 3G air interface will be coming in 2001-02, their sales of GSM equipment would nosedive, particularly 3G equipment. Hope this helps. Jim

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