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

To: Dennis Roth who wrote (7567)	3/14/2000 10:03:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 13582

Dennis: FUD squared and double squared, no? The vaporware is getting so deep (is that possible for "vaporware" - well I guess that is not really possible) but the whole campaign out of Japan and MOT and Nokia looks so similar to that which those of us who went through the "Holy Wars" remember all too well that it seems to be deju vu all over again as Yogi supposedly said. Where to begin? Perhaps the best is just to relax. Such nonsense. The contraditions are evident and the absurdity obvious. But wait, not to everyone. Even here. Sadly, many people are moved by this sort of nonsense and the Q is temporarily hurt. Anyone who knows even a small bit about the real world re the Q and CDMA's future movements forward up the ladder of next iterations of CDMA sees that this is laughable. Yet many don't laugh. After all, as we see in politics, reality is irrelevant compared to perception. Perception is all. It wins elections, why won't it win in the market? Perhaps WCDMA which has no agreed specifications, no standard agreed to, and no reality, is the wave of the future. Perhaps. And even though no 1XRTT+ exists in fact and there have been no demonstrations anywhere, it will win. Perhaps. Suggest we just wait and see. Best. Chaz

To: Dennis Roth who wrote (7567)	3/15/2000 1:10:00 AM
From: DWB	Read Replies (1) \| Respond to of 13582

If anyone wants to know where the rubber is meeting the road in this 1XRTT+ FUD from MOT, and possibly even the WCDMA garbage, re-read this part of the article, and commit it to memory... Motorola and Nortel, among other vendors, are reluctant to offer HDR because that technology currently is proprietary... Everyone is jockeying for position in what could be one of the biggest land grabs of the century. Nobody wants to give what they consider hard earned $$$ to QCOM if they can help it. That's why you hear all the whining about the royalty rates, that's why we had to get to the court room steps with Ericsson before they capitulated, and that's why we see all these WCDMA "contracts" when it's all a bunch of horse patookey. Everyone else wants to pay QCOM as little as possible, even the companies like LU and Hitachi that are working on HDR. I'd be willing to bet that they both got deals that are better than those to follow because they signed up early (like MOT did with IS-95 systems). When in doubt, follow the $$$. DWB Q2.5K/Y2K+5