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

To: Boplicity who wrote (9125)	4/24/2000 2:34:00 PM
From: carranza2	Read Replies (1) \| Respond to of 13582

While DS CDMA does not for the moment provide Q with an opportunity to obtain revenue from ASIC sales, I think (corrections welcome) that the same is true for any manufacturer. If my understanding is correct, no one has yet developed a DS CDMA ASIC. From the little I know, there are significant technical issues to be resolved before anyone can say that they can market a workable DS CDMA chipset. The same is not true of chipsets based on CDMA2000. For the Japanese to go forward with whatever flavor of DS CDMA they select is to make a choice between a proven, workable technology with available ASICs which I understand is cheaper to implement and an unproven one that has no ASICs on the market and which is also more expensive. Moreover, the time factor clearly works against any flavor of DS CDMA. The question is why would the Japanese do something so economically irrational? The clear answer is: They won't, unless something radical has taken place. What are the odds of something paradigm-shattering taking place? In my opinion, nil. Second question, why is the Q going to form a consortium to bid on spectrum in Japan? The answer to this question in large part depends on the answer to the first question. If nothing radical has happened about which the layman knows nothing, then Q's move is an attempt to get the Japanese to stop bluffing and to involve the US gov't in a trade negotiation. If something radical has taken place from a technology standpoint, then all bets are off. It should not be forgotten that the Q loves DS CDMA because it gets royalties from its use, regardless of the flavor, Japanese included (I think). The Q, however, loves CDMSA2000 a lot more because it can supply the ASICs and the IPR. Bottom line: Lots of FUD going around, probably.

To: Boplicity who wrote (9125)	4/24/2000 8:05:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 13582

Greg: Sigh. Would it be possible to see what the facts are? You have stated that you will ask your questions until you have an answer. Fine. What does your research show? What have you found out? What facts are real in your judgement? There is a clear open direct path to CDMA 2000 in Japan in current sprectrum. That will happen. So the question (if any) is, then what (2 or more years down the road)? Are you actually worried that the Q is bidding for a seat at the table for CDMA2000 in the new sprectrum? If so, why? Have you played poker? Curious. Obviously if the Q does bid, that bid is part of a major consortium which bids. The Q will put up some money but the bulk will be from others of course. The idea that the Q will put up $ 11 b up itself is a staw man. You must know that. So why keep that absurd drumbeat up? Perhaps you wish for others to do your DD, if so you are in the right place. You will find answers here. Perhaps a beginning would be to pay a bit of attention to the real world as it is in Japan. Live and learn - as we all try to do here. Best. Chaz