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


To: DWB who wrote (7583)3/15/2000 10:59:00 AM
From: Dennis Roth  Read Replies (1) | Respond to of 13582
 
DWB, these are the parts of the story I find most important.
>> The company says it plans to deliver a detailed presentation on the technology to CDMA Development Group operators within the next couple of months as it tries to gain acceptance for the approach. <<

and
>> Qualcomm says it was not yet familiar with the technical details of the 1X Plus technology and as of last week still had seen only Motorola's press release about it.

The lack of technical details about this "non-proprietary" technology is what ticked me off when I asked about it at Wireless 2000. The press release reads great, but you can't design chip sets and systems off a press release. Only Motorola and possibly Nokia knows the technical details and have several months lead time in designing implementing chipsets for this "non-proprietary" technology. IMHO, the real advantage of this for Motorola and Nokia is that Qualcomm doesn't have an ASIC chip set for this. Qualcomm hasn't even started on 1X Plus because they can't design from a press release. By the time Motorola lets the rest of the world in on the technical details of this "non-proprietary" technology, they will be well on their way to introducing their 1X Plus products while the rest of the world will still be reading the technical specification document for the first time. How much Motorola IPR will be in this "non-proprietary" technology and how much will the license cost?