John,
Isn't it a little early to identify qcom as potential gorilla.
The operative word is "potential." I don't think it is ever too early to identify a potential gorilla so long as we don't get overwhelmed into thinking that becoming a gorilla is a sure thing.
Thread,
I've done some QCOM reading and am providing links to the most intriguing stuff. As much as possible I've tried to filter out the articles that don't attempt to present a balanced point of view, notwithstanding the articles from Qualcomm's web site.
Good reading!
--Mike Buckley
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HISTORY OF CDMA
Probably 1996, from the Q's web site: The history of CDMA.
qualcomm.com
THE ERICSSON-QUALCOMM DEAL
The best press release I've seen explaining some (not all) details of "the deal" between Ericsson and the Q. "As part of the agreement, the companies will each commit to the ITU and to other standards bodies to license their essential patents for a single CDMA standard or any of its modes to the rest of the industry on a fair and reasonable basis free from unfair discrimination. The companies will notify the ITU and other relevant standardization entities of the agreement to remove all IPR blocking currently in force. "
corporate-ir.net
March 1999, CNET: "Today's deal between competitors Qualcomm and Ericsson could smooth the rocky path toward a worldwide standard for new wireless phones." 'Nuff said.
news.com
March 1999, CNET: Explains some of the ramifications of the Qualcomm-Ericsson truce, as well as insight about Nokia's role in the battle.
news.com
MOVING TOWARD A STANDARD?
March 1999, CNET: The big picture about what's at stake when a committee moves toward selecting "a single, worldwide standard for wireless phones, now divided among several largely incompatible technologies in various regions."
news.com
1996, from the Q's web site: Good explanation of differences between CMDA and TDMA. Best quote: "More than 90% of the world's inhabitants have never made a phone call."
qualcomm.com
WIRELESS NET ACCESS
November 1998, Red Herring: Competing for moblile access to the Net. The launching of WirelessKnowledge, the 50-50 joint venture with Microsoft. "The venture draws on Qualcomm's wireless technology and Microsoft's back-end servers and Windows CE platform for small devices like phones. " Discusses opportunities and competition.
redherring.com
Feb 1999, Red Herring: A brief explanation of the battle looming between the CIsco-Motorola alliance and the Qualcomm-Microsoft venutre, WirelessKnowledge.
redherring.com
MISCELLANEOUS ARTICLES
Feb 1999, Red Herring: Explains investor concerns, such as teh Q's ability to compete with Nokia and Motorola in the handset market.
redherring.com
February 1999, Red Herring: A balanced assessment of the Q's PDQ smart phone that incorporates CDMA and PalmPilot technologies.
redherring.com |
