Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: slacker711 who wrote (6228)	2/4/2000 12:18:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 13582

slacker: Perhaps WCDMA may be the "politically correct" name for 3XRTT (CDMA 2000). This is likely in Europe and perhaps elsewhere where "face" in the Asian sense is involved. It is easier for a long time GSM user to swallow the initials WCDMA than CDMA 2000. And if as Ericsson has just said that 3XRTT and WCDMA are similar (not yet identical, but close - and perhaps moving closer), why not use the "politically correct" label? The Q collects regardless. Chaz PS Where the Q has a huge advantage is in HDR. This is Viterbi's brainchild and fits easily into IS 95 flavors and upgrades. And data is the future.

To: slacker711 who wrote (6228)	2/4/2000 12:21:00 PM
From: Scott Zion	Respond to of 13582

Slacker711 - check out gii.co.jp for a list of their newsletters. Lot's of information...eg 3G Bulletin dated Dec 99 (71 pages). Regards, Scott

To: slacker711 who wrote (6228)	2/4/2000 2:23:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 13582

South Korea has definitely been looking at it as an option....and if you believe the newsletter so has DDI/IDO. One hole in that theory is that we would definitely need to see W-CDMA/cdmaONE handsets in order for these operators to use W-CDMA. One of the articles in that newsletter doubted that manufacturers would support this type of dual-mode....sort of a contradiction. Slacker..that was one weird piece which doesn't really add up IMO. Ericsson is publicly admitting, or so it seems, that 3X and WCDMA are essentially equal, so if that's true clearly no one will need to switch technologies for performance gains. The case being made is the same economies of scale argument that Tero makes,that because GSM dominates, and "WCDMA is the upgrade" for GSM, that manufacturers, applications developers etc, will not really be interested in investing in 3X/CDMA2000, or dual mode handsets, and that therefore DDI for example is considering switching. This is an absurd argument. By the time WCDMA rolls off the shelves how many CDMAone subscribers will there be? 100 million. 150 million? How long will it take for WCDMA to achieve 100 million subs I wonder. 2003 or 2004 perhaps. The scale argument is going to work FOR not against CDMA2000 for a few years at least, depending of course on how long it really takes for the WCDMA roll out. I'm not trying to suggest that WCDMA is a pushover, far from that, but the argument put forth in that "newsletter" is doodoo. And what about the fact that all CDMA modes are to be supported by ANSI41 and GSM MAP? Doesn't that suggest that in the end deployement is unlikely to be homogeneous? Either way the big issue for QCOM is obviously royalties. What will the take be? Can we really count on getting a few percent? The air is filled with all sorts of FUD, as usual, as if nothing were actually settled with Ericsson et al., although right now seems that most of the noise is coming from IDC boards as opposed to industry. The Ericsson/QCOM BlueT collaboration, and the soft comments from Ericy referred to above certainly make it appear that things are fine between Q and Ericsson. Do these people really think that NTT and everyone else will deploy before patent and royalty rates are established? Don't they realize that QCOM has the power, especially now that it's mkt cap has grown so much, to stop the whole process in it's tracks while at the same time merrilly rolling out HDR? Haven't we already been through all this? Isn't this the very reason that QCOM's stock price took off after the Ericsson settlement? I don't get it it. Dave