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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 171.54

+0.4%

Nov 10 3:59 PM EST

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To: Clarksterh who wrote (25385)	3/28/1999 1:17:00 PM
From: kech	Read Replies (1) of 152472

Great post Clark : 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. I didn't hear the conference call so can anybody explain what the Q has put in place with ERICY to encourage them to push CDMA2000 vs W-CDMA? I suspect nothing except making the royalty rate the same. Essentially, this means that the Q has left ERICY fully capable to push W-CDMA wherever they think it won't hurt them too much. This is definitely in Europe, and China and probably throughout SouthEast Asia and the Middle East. Essentially, anywhere we don't have the immediate pressure of a CDMAOne competitor and/or GSM systems without sufficient capacity, GSM companies can afford to wait 2 years for W-CDMA. This is too bad and should sober us up from celebrating this event as CDMAOne taking off from here. Maybe I'm missing something, because the Q will benefit from the eventual deployment of W-CDMA, but in the meantime it looks like the Q has given ERICY carte blanche to slow down CDMAOne in the regions currently dominated by GSM. We do have the likes of AIRTOUCH/VODAPHONE possibly pushing for CDMA overlay on GSM in Europe, but apart from them, I agree with Clark that ERICY will now take on foot dragging in another form. Would love to hear why this won't be the case going forward. Tom

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