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

To: Keith Feral who wrote (5473)	1/20/2000 7:58:00 PM
From: Ruffian	Respond to of 13582

And The Kicker, Note 1st salvo across the bow. QUALCOMM's pioneering efforts in the development of CDMA cellular technology have yielded more than 300 issued United States patents relating to CDMA and hundreds of issued and pending CDMA patent applications around the world. QUALCOMM holds dozens of patents that are essential to the leading standards. In particular, QUALCOMM has identified to international standards setting organizations more than 100 separate patents and published applications (not counting foreign counterparts) relevant to the W-CDMA standard proposed to those bodies for 3G wireless systems. More than 75 major manufacturers of telecommunications equipment have taken royalty-bearing licenses under QUALCOMM's patent portfolio.

To: Keith Feral who wrote (5473)	1/20/2000 8:19:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 13582

Thanks. The Korean and Vod news was huge. Thanks to you and a very few others(Ruff, etc) for staying on target. It is unreal how screwed up the Q boards have become.

To: Keith Feral who wrote (5473)	1/20/2000 9:33:00 PM
From: Clarksterh	Read Replies (2) \| Respond to of 13582

Keith - Inre Vodafone announcement. My interpretation of the article is that VOD plans to coordinate their US CDMA systems with their systems in Europe. If you didn't hear it, any foolish thoughts of WCDMA in Europe just got flushed down the toilet. I think that they actually said the opposite: <<rolls out customized national wireless portals in Europe, the United States and Australia.>> (emphasis mine) i.e. different connection technologies in different countries. That press announcement is more about the fact that they are planning to start putting out content for wireless internet with both a global feel and a local feel. This is still very good for wireless data since we are starting to break the chicken and egg problem. But it isn't, IMO, about dumping W-CDMA in Europe. Clark

To: Keith Feral who wrote (5473)	1/20/2000 10:01:00 PM
From: JohnG	Respond to of 13582

Keith Feral or Ruffian. Pardon my density--I have been tied up since 1/1 and barely keeping up with scanning these posts. You and others claim several mind blowing developments, but I can not quite find clear evicence on the thread. 1) On the VOD internet co-ordination. I did not see any where that it claimed that VOD had announced that BAM/GTE/AirTouch had accepted HDR or that they would eventually switch to CDMA 2000. My sense of the technology available indicated that they will almost have to deploy HDR , given the speed of the moove. I saw nothing that indicated that their European phone operating companies would adopt CDMA---did I miss this. 2)Concerning Lucent's plan to co-ordinate CDMA with the UMTS system in Britain. I need some interpretation here. Is UMTS the same as GSM and what does Co-ordinate mean. Is this a CDMA air over GSM land system? Is there a thread entry that clearifies this. Why do you think that this CDMA will be QCOM 2nd or 3rd generation. 3)Did I. Jacobs really say that he was betting the company on HDR--I saw that somewhere. 4) I see Rufian's KYO vidio phone link--Impressive. And IDE etc are moving ahead with 64K or 86K HDR on their CDMA networks with trials mid year. What, if anything has DoCoMo said will be their response? It looks like they will be a year late with some unproven NEC W-CDMA technology. Am I right in interpreting all of this to mean that HDR has caught DoCoMo with their pants pown and no plate to turn for proven technology. Is there any evidence that NTT DoCoMo sees that they are in an untennible position. Also has only Hitachi committed to support HDR terestrial. Is it true that as of this moment NT and Lucent are hanging back? 5) What of this Korean attack on QCOM. Is it true that MOT has declared total war on QCOM's patents in Korea (apparently unsuccessfully) and elsewhere. Is it true that some Korean org wants to go with W-CDMA if QCOM doesn't reduce royaltys. Yet, I see QCOM invested 200 million in a Korean operator to help them switch to HDR. This appears to me to indicate that Korean organizations may see suddenly that the future is here now and that it is HDR, not W-CDMA. Thus they may have little choice other than to continue to be QCOM's partner even as Acer, Alps, Casio, Denso, Fujitsu, Hitachi, Kyocera, Toshiba, and Sanyo say thaey will use theMSM3000 and MSM3100 chip sets in handsets. So are the Koreans terrified to see all these Japanese handset makers flooding into the CDMA handset market. What will happen to MOT with their unreliable StarTac CDMA phone and NOK with their unreliable CDMA phones when all these Japanese firms release cutting edge CDMA phones using the latest QCOM chipsets into the Japanese and US markets. Will the US CDMA operators upgrade their networks to make use of these HDR phones. Are the US operators in a fog where they can't see that Sprint's success with basic internet by phone dictates that they move at lightning speed. What of AT&T--will they switch to CDMA if they see NTT DoCoMo overrun by the opposition's innovative CDMA phones in the next 6 months. RUFFIAN--am I dreaming or is the strategy in place that will end the war over standards. Of course, continental Europe may elect to chose a politically desirable GSM path. SPEED appears to be the killer weapon. I have been out of touch and need a reality check. JohnG