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

To: carranza2 who wrote (71141)	4/24/2000 4:32:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 152472

Now here is a rational price target.. <<QUALCOMM (QCOM) 101 3/4 -7 3/4: -- Update -- Wit SoundView resumes coverage with a BUY rating and price target of $140. >> Greg

To: carranza2 who wrote (71141)	4/24/2000 4:39:00 PM
From: 100cfm	Read Replies (1) \| Respond to of 152472

I certainly am not perturbed at Q making more money, I am perturbed at the possibility of Q making less money as was alluded to by Q's man in Japan. There was never any doubt that Q would be producing all cdma flavor asics until that statement saying that if DS is deployed they would be shut out of the asic business for japanese handsets which to me says we cannot make them. Wanting a certain technology because you fell its better is one thing but to push it because you can't do the other is a different story. The scary part is they can't make it probably because they need IP from NOK and others. So now they think they can gain the upper hand by sitting on DS and letting NOK and co move first and come to Q for whatever essential patent they need. Thus you will end up with non Q DS ASICS and Q getting an x percentage as a royalty, which is far less then if they were Q asics paying the others a trivial royalty. This is not good. 100

To: carranza2 who wrote (71141)	4/25/2000 11:20:00 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 152472

carran "...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?...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...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..." interesting. i didn't hear Dr. J say this this year regarding the wcdma standard. if he did say it it must have been mid last year. the standard, as of the end of march, was fully in place; only aspects left were of minor consequence, none of which, to my knowledge, are ASIC dependent. full approval of all the i's and t's (language) occurs in about two weeks. as for CDMA2000 chipsets being "available"...certainly not for resale. Toshiba obviously believes they can produce wcdma chipsets in a timely manner (for the 2001 rollout) otherwise they would not have made the announcement. are you referring to the testing versions of CDMA2000 being "available"? ERICY, NOK, and several Japanese players have wcdma "chipsets" available relative for testing as well. i don't think this implies the final model build however as for CDMA2000 chipsets being "cheaper"...where did you come up with this? NTT has consistently stated WCDMA is "cost effective" over other 3g forms - at least cost effective for them