Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.84

-0.7%

1:42 PM EST

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To: brian h who wrote (23194)	2/22/1999 11:54:00 AM
From: Clarksterh	Read Replies (2) of 152472

''We think there'll be a family of standards,'' said Ericsson's Oesterberg. While I agree this is not ideal from Qualcomm's standpoint, neither is it a huge surprise. There are a large number of differences between WCDMA and CDMA2000 - Chip rate and basestation synch are just two. Qualcomm's position has always been that they want just a few changes to WCDMA to allow for backward compatibility. Effectively I read this Qualcomm requirement as saying that they wanted WCDMA to be compatible with CDMAOne wherever the differences could not easily be done in software or with other very cheap changes (modular replacement). As long as such cheap upgrades from CDMAOne to WCDMA are possible I think that Qualcomm will likely have a big opportunity to install CDMAOne equipment now and later upgrade to WCDMA. (note also that if all of the differences are software controlled (Gilder's world) then dual mode handsets should be pretty cheap.) Clark

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