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

To: slacker711 who wrote (43766)	10/8/1999 12:42:00 PM
From: qdog	Read Replies (1) \| Respond to of 152472

Would you agree that there are three primary standards (W-CDMA, CDMA2000, and UWC-136) that will actually be deployed? I know that the Koreans and the Chinese have created their own standards but I cant imagine that they want to strand themselves as the Japanese did with 2G. I dont think it will be very hard to figure out the upgrade path of individual carriers. Those that are IS-95 will move to CDMA2000, GSM to W-CDMA, and TDMA to UWC-136 (EDGE?). Though the IPR issues havent been settled.....it seems likely since the capitulation of ERICY that Qualcomm will receive IS-95 type royalties on two out of the three standards. Yep I pretty much agree with this. The caveat is China and Korea. In the last harmonization meeting, I believe China didn't show. What that means is anybodies guess. All these standards are being harmonized to work with one another, much the same that T-1's work with E-1's. As to your question on ASIC's, I agree. I am hoping for an announcement of a W-CDMA chip that would allow Qualcomm to compete all over the world. With the recent announcements by Samsung and DSP it seems like the Q will face at least some competetion in CDMA2000....they need to expand their own reach into W-CDMA. It makes sense and I think they will, after all they raised $1 Billion and are selling the handset division. What are they going to do with that cash, but to ramp up the chip manufacturering. The ITU agreements and QCOM has publicly said they will honor it, that the IPR are available on a non-discrimatory basis. So Samsung and DSP will not be the only competition. Also, I'm still not clear as to what CDMA Samsung has developed that chip for. 3G is for all wireless, fixed and mobile. The only hope for CDMA2000 to become deployed into GSM camps is if CDMA2000 comes to market well ahead (at least a year) of W-CDMA. Too late or at least as far as test beds. By my reckoning there is more W-CDMA test beds than CDMA 2000 to date. IT going to be decided by the operators as most manufacturers have taken a stances of "We will do them all".