Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.53

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1:09 PM EST

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To: JGoren who wrote (25376)	3/28/1999 10:05:00 AM
From: Clarksterh	Read Replies (1) of 152472

W-CDMA differences will be to meld with GSM on those items where difference is needed. The more Ericy can make them the same, the more overlap and the more profit through reliance on the same parts, etc. What does Ericsson care about efficiency? What they care about is delaying everybody until they are ready to supply CDMA systems in bulk(probably 2 years or so) and disadvantaging people who are ahead of them (e.g. Qualcomm) to the maximum amount possible by pushing a standard with which the leaders are not familiar. Little has changed since last week in this regard since Ericsson has little more CDMAOne capability today than they did last week. Realistically they have to know that they are not going to become CDMAOne compitent in less than 2 years. If it was otherwise, why didn't Ericsson just give up W-CDMA as part of the deal? Answer: It's not in their best interest. Or, why does Perry still make reference to the fact that operator pressure is what will force harmonization. Clark

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