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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.96

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3:59 PM EST

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To: Clarksterh who wrote (25420)	3/28/1999 5:30:00 PM
From: DaveMG	Read Replies (1) of 152472

PS It is somewhat curious that people think that Ericsson is now on the side of the angels. They are still almost the same company they were a year ago. Very sneaky then, very sneaky now. No question about it. It was either never true or it's still true.I'll choose the latter. But Mq's argument makes sense. NTT has a problem. They want to get going.If WCDMA isn't closer to reality than we've been led to believe, then they've got a long wait ahead of them, a wait for something which hasn't been demonstrated superior, an expensive wait because they'll have to spend a bunch of money to get all this new stuff to work, all for what? People like Tero have ranted on about NTT's size but don't forget who the backers of IDI/DDO are..not lightweights. And isn't Japan supposed to be a consensus building society. ANd as Mq said, if you build a new network which is incompatible with everything else on the planet then you can't roam anywhere without spending xtra money on complicated handsets, although I suppose one can say that was the case with IS95 and it's somehow survived. WCDMA is GOING TO HAVE TO BE DEMONSATRBLY SUPERIOR SOON IN ORDER TO SURVIVE AS AN INCOMPATIBLE AND CREDIBLE ALTERNATIVE. We've been told in many ways that the ball is in the operators hands at this point, NOT Ericssons. I don't believe Dr Jacobs would have stepped aside if he was still worried that IS95 would be isolated/stranded by wCDMA... dave

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