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

To: slacker711 who wrote (5377)	1/18/2000 1:59:00 PM
From: DWB	Respond to of 13582

Slacker, That soothing phrase may not assure Korean firms which must stage a 'winning' game with other global competitors after paying huge royalties and pouring enormous investment into risky mobile projects." Interesting that the author fails to note the comparatively small royalty level for CDMA vs. GSM, or that the 'winning' game for CDMA systems are waged against other vendors paying the same or higher rates, or the amount of earnings that those Korean companies have made in order to have to pay those HUGE royalties. They better hustle, cause Hitachi apparently doesn't have any qualms about the royalties, nor does KYO. They may just find themselves playing catch up in a game they helped to create. Or alternatively they can stop using QCOM IPR/ASICS, and build CDMA systems with some alternative technology. DWB Q2.5K/Y2K+5

To: slacker711 who wrote (5377)	1/18/2000 2:06:00 PM
From: Lance Bredvold	Read Replies (1) \| Respond to of 13582

HDR--there it is again. <<The same risk-taking logic will be applied to HDR technology which will reshape the wireless Internet market, he noted, adding that Qualcomm is betting the company on HDR. >> (note that I am depending upon an accurate and correct second hand report by the author) I may be beating a dead horse which no one else is interested in, but I truly believe I heard Dr. I. Jacobs say "...if and when the world moves to 3G". He was speaking about HDR at the time. I think he may be envisioning HDR as a long term solution to most of the problems supposedly resolved by 3G. If that is true, it demonstrates the intelligence of the strategy employed by Q back when we were all worried about whether or not the ITU and ETSI would even recognize CDMA--they were working on a plan, HDR, which effectively sidestepped the whole issue at least for the then current investors in CDMAone. It also suggests that at least the current carriers like BAM and sprint and LWIN would move from HDR to G4. Lance