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

To: Bill Dalglish who wrote (46742)	10/31/1999 11:36:00 PM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 152472

Bill- This sounds a lot like the usual disinformation provided by IDC and others. Q has made several on the record statements that there is no difference in the applicability of Q's patent rights over narrow or wideband cdma. I thought this BS had ended with the ericy capitulation, but evidently not. <<But Qualcomm's technology is narrowband CDMA while most of the world will adapt third and fourth generation technology which is wideband CDMA, a much different animal.>> GEE, FORGOT TO MENTION THAT IT STILL REQUIRES Q'S IPR. WHOOPS! BY THE WAY, WHAT KIND OF ANIMAL IS IT? <<UTRA Wideband CDMA with TDD The most promising approach to the new, third and fourth generation wireless is a combination of wideband CDMA air interface, time division duplexing (TDD) and GSM. >> GEE FORGOT TO MENTION THAT IT STILL REQUIRES Q'S IPR. WHOOPS! <<It is generally acknowledged that InterDigital intellectual property rights also will be prominently included in the W-CDMA standard. InterDigital has been drawing on its extensive experience in designing TDMA/GSM and its state-of-the-art broadband CDMA (B-CDMA(tm)) technology to address a previously unsolved problem. That is how to deal with the incompatibility between second generation TDMA and GSM and third generation wideband CDMA in the design of a relatively simple and inexpensive wireless device. Knowledgeable sources say that InterDigital either has already completed -- or is very close to completing -- work on a TDD (Time Division Duplex channel access) protocol. This "building block" is a highly significant breakthrough in telecom technology, and could become the "crown jewel" among InterDigital's 800 worldwide patents. >> WHOOPS! NOBODY KNOWS WHAT "GENERALLY ACKNOWLEDGED" MEANS! WHO GENERALLY ACKNOWLEDGES IT? SOURCES PLEASE!!! SAME PARAGRAPGH, WHO THE HELL ARE "KNOWLEDGALBE SOURCES"? SOUNDS LIKE ANOTHER IDC HYPE PIECE TO ME. Sorry, three WHOOPS and you're out. Caxton

To: Bill Dalglish who wrote (46742)	11/1/1999 3:25:00 AM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

Bill - But Qualcomm's technology is narrowband CDMA while most of the world will adapt third and fourth generation technology which is wideband CDMA, a much different animal. Ok, so in as many words as you need, explain how Qualcomm's patents on power control or soft handoff are bypassed in wideband CDMA. Have you even looked at the patents? Do you have any technical knowledge of this field? Do you understand how patents work? It is true that W-CDMA will almost certainly use fewer of Qualcomm's patents than CDMA-2000 or CDMAOne. It is also true that some patents (from other companies) used in W-CDMA are pretty neat. But how much is the system degraded when these other-company patents are bypassed? Not much, if any. On the other hand several of Qualcomm's patents are absolutely essential to any form mobile cell CDMA. Period. Without them mobile cell CDMA is a complete non-starter. Thus the difference in royalties. Because it is much more capable than the (Qualcomm) cdma2000 system and is compatible with the existing GSM systems, there is no question that this third standard proposal will eventually be, by far, the most popular. This is absolutely, utterly untrue. W-CDMA is not backwards compatible with GSM any more or any less than MC-CDMA. In neither case is the air interface backwards compatible with GSM, and in both cases the networking interface for GSM is supported. Ughh!!!! Some free advice from a Chinese(?) proverb 'Better to remain silent and be thought ignorant than to speak and remove all doubt.' Give us substance or go back to the thread of the company you are hyping. Do you want me to come over to the IDC thread and deflate your balloon? I assure you I can do a much better job than you can do trying to 'help' the Qualcomm board. Clark PS Yes, I'm being somewhat rude. I have no objection to people who point out something substantantive, but you keep coming over here and repeating the same junk about 'narrowband vs wideband CDMA' with no further explanation other than 'important people say so' (so, are they disinterested third parties? Given that few such parties exist, I think not.).