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

To: Ruffian who wrote (6255)	2/4/2000 10:05:00 PM
From: cfoe	Respond to of 13582

Some thoughts and questions re: W-CDMA vs. cdma2000 from someone non-technical in the extreme. This standards stuff looks like it will be a dogfight. The one certain advantage of W-CDMA is the "apparent" or should I say "hoped for" avoidance (or minimization) of royalties to Qualcomm. How much of the W-CDMA technology actually exists in working form? I remember reading comments ranging from "it's vaproware" to the "phones overheat." Ericcson seems to be playing "both ends against the middle." On "good" side they have: made comments that there is little difference between W-CDMA and cdma2000, said that one converged standard will be better for all, and the recently announced Bluetooth project with Q. On the negative they still appear to be allied against Qualcomm in these "standards" battles. Maybe they have not told their partners and customers the exact nature of the deal they made with Qualcomm last year? Any comments welcome.