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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.33-1.0%Nov 25 3:59 PM EST

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To: DaveMG who wrote (30722)5/24/1999 7:19:00 PM
From: DaveMG  Read Replies (1) of 152472
 
And the fun and games continue. Despite all the hoopla surrounding the ERICY/QCOM agreement, it sounds like little has really changed. Here's some quotes on 3G from the RCR News print version which I ponied up for last week in order to gain access to the whole site. As usual the piece is by Lynette Luna.

Here's the best one:
“They (Ericy) seem to be falling away from everything” said one exec close to the situation. “ We're almost back to two standards”

“Basically standards groups haven't looked at how to implement TABD (Trans Atlantic Business Dialogue)” said one industry exec.

“The 3G Partnership (WCDMA) and the 3G Partnership Project 2 (CDMA2000) have not collaborated. ETSI , according to concerned government officials, appears to be plowing ahead with the UMTS specification. ETSI did not comment……June's TABD meeting could determine whether WTO threats from the US gov heat up once again, as US officials remain concerned Europe will not open its market. The Clinton Administartion also is keeping close watch on Japan…”

“ The OHG (Operators Harmonization Group) is refining a baseline proposal that addresses the key technical parameters…Airtouch said carriers are making progress to agree on these issues.”

“Meanwhile OHG is set to meet this week in Toronto to determine how the tri-mode CDMA standard will interoperate with GSM-MAP and ANSI-41 networks before operators vote on the harmonization proposal. Manufacturers Nokia and QCOM have proposed 2 different methods to achieve interoperability. Nokia's method, supported by Ericsson and European operators, calls for both cdma2000 and Wcdma technology to move ahead as developed today. WCDMA carriers as needed would then add an adaptation layer to allow roaming with ANSI-41. Backers of this option say it would allow them to push ahead with the standards without further delay. CDMAone backers fear Wcdma carriers may never add the layer.”

“QCOMs proposal, supported by CDMAone operators, calls for harmonization of air-interface layers, requiring changes in standards already developed. Opponents say this option sets back 3G development by at least one year.”

“Sources indicate interoperability will become another sticky and political issue and parties are deeply divided on the issue. CDMAone carriers are expected to submit a third option this week”
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