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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: 100cfm who wrote (71139)	4/24/2000 4:21:00 PM
From: kech	Read Replies (1) \| Respond to of 152472

As previous posts have indicated, Q will get royalties from either flavor of CDMA. The issue is that they want a flavor of CDMA to arrive as soon as possible for 3G. In Q's mind, this is likely to be CDMA2000 not DS-CDMA since the standards for DS-CDMA are not determined yet.

To: 100cfm who wrote (71139)	4/24/2000 4:22:00 PM
From: carranza2	Read Replies (3) \| Respond to of 152472

You are correct only if you assume that Q isn't working hard on developing DS CDMA chipsets. I wouldn't assume that to be the case. I understand that no co. has the ability to make DS CDMA chipsets at present. Dr. J. said in recent CC that it's difficult to develop DS CDMA chipsets because there is not standard for them. Why go to the time and effort of developing an extremely complex chipset if no standard exists? The Q is not fighting the world. It's the other way around. No one wants to pay Q royalties if they can avoid it. CDMA2000 has chipsets available, is cheaper, and can be implemented faster than DS CDMA. The Q is trying to inject some rationality into the marketplace. Is it so bad that Q makes more cash in the process? As a Q shareholder, are you pertubed? Not me. I like what they're doing. Lotws of FUD going around, and most of it's based on the fact that no one wants to pay the Q. ERICY didn't, MOT didn't, NOK won't....for now. Be cool, it's all FUD.