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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: GO*QCOM who wrote (141)	7/24/1999 4:22:00 PM
From: Valueman	Read Replies (2) \| Respond to of 13582

It is my understanding that current cdmaOne licensees are already licensed for cdma2000. If they sell any other flavor of CDMA based 3G equipment, they have to sign another license agreement. As for talk about slow growth, brick walls, lulls in CDMA deployment, it just ain't so. Note the recent signing of a license by Sierra Wireless for CDMA data network cards and modems. There is no CDMA data available yet, but the first licensee is on board. This company makes cards that plug into your laptop for wireless internet connectivity. Currently, they only work for the analog CDPD standard, and they are not cheap(~$500). What royalties will come from the widespread adoption of CDMA wireless data? The devices will be more and more complex(read expensive) and more diverse in application. For instance, Sierra makes devices to connect ATM machines via a wireless connection to the home office. Another royalty. Data will cause Q royalties to explode. I see no lull at all. Remember too that each new entrant to the CDMA world has to cough up the license fees.