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

To: Eric L who wrote (8201)	4/2/2000 1:13:00 AM
From: blue_lotus	Read Replies (1) \| Respond to of 13582

Eric, << CDMA has steamrolled the GSM community >> >>Could you elucidate? I have seen zero recent evidence of cdma penetration of the rapidly growing GSM community by cdma. In fact I have seen the contrary. Eric what valueman is saying is that GSM (and other TDMA) air interfaces have been defeated by CDMA air interfaces (i.e. W-CDMA). Thus CDMA as an air interface has won. The fact that the GSM crowd shall try to make this their victory is but natural. You can not argue with the fact that once GSM folks convert to W-CDMA, the GSM (/TDMA) air interface will lose lots of market share to CDMA air interfaces. And don't forget that Qualcomm claims to get equal royalty from W-CDMA, 1XRT, HDR and CDMA2000. If ERICY has recognized QCOM's strong patent portfolio I don't think others (i.e Nokia) have much of a choice. -Raj

To: Eric L who wrote (8201)	4/2/2000 1:42:00 AM
From: Valueman	Read Replies (2) \| Respond to of 13582

Could you elucidate? I have seen zero recent evidence of cdma penetration of the rapidly growing GSM community by cdma. In fact I have seen the contrary. What then is W-CDMA? What contracts exist in Asia and Australia for 1X? For that matter what contract exists in the Americas? Scroll back through the press releases. The sweet thing about 1X is that it can be deployed easily, without much fanfare. I bet you won't see headline grabbing news like "Lucent Bags 1X Contract from Sprint PCS!" Go back and read PrimeCo or US West releases. The deployment of 3G is merely a simple upgrade away. The base stations being installed by Lucent for PrimeCo will be 1X ready as soon as LU is satisfied with their trials. It's as simple as that. Watch the BAM folks on the CDG dig-events. There were releases recently by carriers in Australia stating the same thing about infrastructure being deployed is 3G ready. Korea will deploy 1X and HDR in Asia. DDI likely too, despite the blather otherwise. That is my assumption. How do you think cross licensing will affect this? Well, since the inventors of CDMA, ERICY, agreed to pay royalties that are the same for any flavor of 3G CDMA, it appears cross licensing won't affect payments made to QCOM. There are 13 other licensees to back that up. We'll see how the remaining folks fare.