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

To: 100cfm who wrote (9069)	4/23/2000 6:40:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 13582

Q! will indeed sell DS to anyone who wants it and Irwin Jacobs has said so. He has also said that the MC-CDMA route is the best one. Q! is NOT fighting the world. Q! is quite happy to sell their intellectual property for any CDMA flavour. But it won't be cheaper for the DS version, which is what is upsetting the whining DS proponents. DS is going to be more expensive than MC even in a new spectrum no-upgrade situation because more companies want to claim patent rights for DS. When considered in the upgrades of IS-95 networks, DS is wayyy more expensive. There is no secret reason. It's all obvious and wide open. Q! will of course try to produce the best DS-CDMA ASICs and is likely to succeed. If people understand that QUALCOMM owns something and others are trying to get it away from them without paying, things makes sense. Add to that the desire to ring-fence countries with trade barriers such as incompatible standards and you have more. Companies and countries are using whatever leverage they can to minimize royalties and improve their own exclusivity. Timing is going to be crucial. Here comes the WWeb and service providers will NOT be able to wait years to provide fast, cheap and high quality service. HDR will do it soon. Roaming compatibility will be important too, so although Irwin says multimode can be done for a reasonable cost in size, money and inefficiency, it's not ideal. If DS-CDMA is technologically on-time and cheap enough, it could indeed sweep the field. But there is nothing to say that 2mbps DS-CDMA will be ready within 4 years or more. GPRS will have to try to fill the void in competition with HDR. It'll need all the luck it can get and it will be game over in the USA for GSM. GPRS in the USA won't do it in competition with HDR. Mqurice