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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 (8896)	4/18/2000 9:34:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 13582

Eric L: Hey we need posts from you more often here, since you deal in substance - and that it mighty rare today with all the multiple posts asking the same set of questions over and over and over and over and..... But, to your points. There is clearly a two track CDMA system set. One builds on and works well within the existing system and will proceed come hell or high water there. That will be 1XRTT for starters late this year and early next. Then HDR for data. Then the next phase of CDMA2000 (which has been called 3XRTT). And that will be full CDMA2000 - complete and total 3rd gen. All possible in the frequencies currently in use in Japan and everywhere else in the world where CDMAOne exists or will be installed - i.e. everywhere but fortress Europa (actually only western europe). WCDMA ain't a player in those a'tal a'tal. Can't be. Then there is the second area - the new frequencies which will be auctioned around the world for 3rd gen. That is the only place, repeat, the only place, where WCDMA or some variant of DS can exist at all. And CDMA2000 (or MC) fits in the new spectrum beautifully and efficiently. WCDMA (or DS) uses up more space and is less efficient - as best we can tell, since the specs have not yet been "finalized" - still being tested in trucks running around tracks. Enough. Enjoy. Would appreciate your reposte. Best as always and good luck in your meeting preparations. Chaz

To: Eric L who wrote (8896)	4/18/2000 10:08:00 PM
From: quartersawyer	Respond to of 13582

Eric-- R&D over $300 million. (Thornley-"12-13%of pro forma sales".) eom

To: Eric L who wrote (8896)	4/18/2000 10:36:00 PM
From: Bux	Read Replies (1) \| Respond to of 13582

Re: WCDMA standards Eric wrote: If the standards are not set, they are a whisker away. I doubt the final WCDMA standards will be completed as effortlessly as you might think. Everyone with IPR involved will want to make sure they get their piece of the pie. I don't think everyone involved is happy with the royalty sharing plan, Qualcomm, for one, has stated they will not participate with the royalty sharing and there are probably others with similar plans. I don't think the final approval of WCDMA can happen until everyone has submitted their IPR claims and if any of that IPR is contested, then the parties must spend time negotiating or risk having the standard dropped from consideration. But I expect the real delays with WCDMA will be of a more practical nature. It will be fun to watch it all unfold. Bux