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

To: Boplicity who wrote (9115)	4/24/2000 12:39:00 PM
From: DWB	Respond to of 13582

They don't care what flavor so long as whatever flavor works well, and as soon as possible. The benefits to QCOM of efficient 3rd generation infrastructure being used by the masses would seem self-evident. Therefore they want that situation to exist as soon as possible. All they are doing then is casting doubts on the time to market claims for DS-CDMA or WCDMA (whichever you want to call it). QCOM will make additional profits sooner if CDMA2000 is implemented. They'll make similar profits later (since implementation will be slowed) if WCDMA goes in as the only system. DWB Q2.5K/Y2K+5

To: Boplicity who wrote (9115)	4/24/2000 12:50:00 PM
From: slacker711	Read Replies (3) \| Respond to of 13582

Why spend if it they don't care what flavor of CDMA is going to be installed? I am also sceptical of this....however the one scenario in which it makes sense, is if W-CDMA is delayed for at least two years. In this case, Qualcomm may be hoping to force NTT to switch to CDMA2000... Qualcomm has always preferred CDMA2000....this is just the first time they are admitting it. They have a huge chipset lead, which they dont have in W-CDMA. On another topic....why did Qualcomm pay 50% above NTZO's closing price on Friday for a 10% stake? This seems to be a ridiculous premium....I thought companies like MSFT usually got discounts when purchasing shares. Slacker

To: Boplicity who wrote (9115)	4/24/2000 1:45:00 PM
From: JohnG	Read Replies (1) \| Respond to of 13582

Why spend. This has to do with 1) 2.5 & 3G implementation speed. Others want to destroy The competative advantage Q has in being way ahead in CDMA 2000 development. They would delay 3G and set QCOM's development schedule back timewise to match their own. 2)The value of the sale to KYO--Much less if CDMA2000 doesn't take off in Japan--fewer handsets using Q ASICS sold in Japan. 3)International links and roaming. NTT DOCOMO has some type of leverage to force DDI to link to their network which DOCOMO would in tern link with KOREA, China, Europe and US. 4) DOCOMO & others wish to close the Japanese telecom market to outside vendors while exporting their own equipment. They want to do this with an oddball version of WCDMA. This has trade war implications for the US. 5) Europe wants to cooperate with DOCOMO for much the same reasons. Europe would close their market while exporting heavily to the US and North America. 6) The loss of prestige for CDMA2000 if it is succellfully removed from Japan. Thei would be a big reason for smaller countries and China to shun it. Its time to go to the mat with JApan over this. It is typical Japan Inc interfering with market mechanims to protect home markets while to export freely to US and other areas.Unfortunately, QCOM is up against more than just DOCOMO. They are up against a network of companies conspiring to close the Japanese wireless market to outside competition while Japan continues to export freely. JohnG