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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Bux who wrote (39868)	9/5/1999 11:37:00 PM
From: Eric L	Read Replies (4) \| Respond to of 152472

Bux, << If Qualcomm gets the usual royalty then it is a CDMA network >> Oh! So that is how a 3G network is defined. Thank you for sharing. I think that you would be hard pressed to tell a member of ETSI or 3GIG that a UTMS network is a CDMA network although they will freely admit and are proud of the fact that the air interface will be upgraded to CDMA. Perhaps when 3G rolls around it is academic as you say, but I'm not sure about that. In UTMS, Q will get royalties on air interface componentry and handsets, ASICs, and perhaps the sale of handsets when and if it builds one that can authenticate to a GSM or UTMS network. I believe (but am not sure) that Qualcomm achieves additional revenue (beyond the air interface) due to IPR from deployment of a cdmaOne/cdma2000 network or that much talked about CDMA overlay, even though they no longer provide infrastructure. Perhaps someone could comment on this? In the interim, and until 3G starts producing meaningful revenue in the middle of the next decade, deployment of new cdmaOne networks is the foundation of the bragging rights associated with subscriber base, and more importantly revenue and earnings for us Qualcomm investors. Neither GSM, nor TDMA have rolled over to play dead and each network procurement in the near term will be bitterly contested. - Eric -