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

To: Boplicity who wrote (7047)	2/28/2000 1:12:00 PM
From: Bux	Read Replies (1) \| Respond to of 13582

Greg, what are you basing this on? The equipment suppliers should be happy too, since they will not have to pay QCOM. If you are talking about MOT's 1xplus I think Qualcomm would still get the same royalty. Additionally, since MOT has called this an open standard, Qualcomm could design chips for this market also if they felt it would become a significant market. Worse case, Q might have to pay a royalty to MOT if they have patents covering the differences. Bux

To: Boplicity who wrote (7047)	2/28/2000 1:20:00 PM
From: Jeff Vayda	Read Replies (1) \| Respond to of 13582

Greg: You can bet there are any number of people complaining about things. The current SPs moan about the lack of spectrum. They try to prevent anyone else from entering the arena. The SPs have a bunch of bucks tied up in old systems, they want as much pay off on the investment as possible. Profits go down as they spend to upgrade. New entrants in the market require them to spend money to keep current subscribers, not add new ones. Your profit goes down if you have to pay to keep subscribers. No one has maxed out the spectrum. They have maxed out their current investment in the system architecture. Big difference. CDMA has been shown to be the more cost effective architecture to expand. Maybe MOT and T can say to the current TDMA/GSM systems that a change over to CDMA would not be cost effective. (I have no problem with that statement given today's status.) But at some point, that changes. HDR moves CDMA switchover profitability to the left IMO. Jeff Vayda