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

To: cfoe who wrote (2327)	10/14/1999 12:25:00 PM
From: Valueman	Respond to of 13582

Q. Why not buy QCOM rather than a smaller co. like DSP? A. DSP has god presence in Japan where 3G should happen first--they think INTC/DSP are a good combo for 3G

To: cfoe who wrote (2327)	10/14/1999 12:32:00 PM
From: JGoren	Read Replies (2) \| Respond to of 13582

As I understand it, ATT is the primary proponent of TDMA and the primary user. Does anyone else significant use TDMA? If not, then regardless of how good ATT Wireless may perceive its system to be, it will have to cost more to upgrade in the future as TDMA will not have the economy of scales. Even if ATT avoids a lot of IPR payments with its virtually proprietary system, it would get eaten alive costwise as the rest of the world moves to cdma, GSM/W-CDMA systems. I am totally ignoring the "arguments" that ATT can figure out a way to upgrade, and whether a cdma oriented platform is demonstrably more efficient, etc. I am just looking at economies of scale of production and pricing. Am I missing something?