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 : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: quidditch who wrote (69770)	3/28/2000 11:19:00 AM
From: Valueman	Respond to of 152472

That's worthy of a call to IR to elaborate.

To: quidditch who wrote (69770)	3/28/2000 2:34:00 PM
From: JustLearning	Respond to of 152472

Steve, your post was not directed to me, but IMO, this is consistent with some of the things Motorola has been saying recently (for once). Motorola does not believe 3g (neither 3x-cdma2000 nor w-cdma) provide much benefits for the foreseeable future. They believe the answer is 1x-cdma200 followed by an upgrade to 1xPlus/1xtreme (whatever the heck the last two mean). Qualcomm also does not believe 3g provides any advantages for the foreseeable future(and further even if 3g is needed, w-cdma does not offer any benefits over 3x-cdma2000 except penalize existing cdmaOne customers). Their stated evolution path is that 1x followed by HDR provides all the capabilities of 3g; and this solution is available today. This agreement is consistent with both their recently stated positions, and is a very good one in my opinion. Basically it is Qualcomm's HDR against Motorola's 1xplus/1xtreme. HDR is available (for trials) today while not much is known about 1xplus/1xtreme. [Of course if 1xplus is adopted, even in some limited fashion, Qualcomm will get royalties and I assume they will design ASICs for this if there is a sufficiently large market]. My two cents, FWIW.