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: Mika Kukkanen who wrote (10279)	5/17/2000 6:37:00 AM
From: Maurice Winn	Respond to of 13582

Mika, you have to be kidding! You say NTT's W-CDMA is now identical to the European version. I suspect not. I suspect they are 'compatible' in some way. Japanese companies seem congenitally incapable of doing things the same as foreigners - they prefer an in-house system for market-protective purposes. Such as the reverse radio links where they used forward and reverse links back to front! The ITU has got a melange of 'standards'. Sure, there are three basic recipes, TDMA, GSM and CDMA. But you can overlay various other aspects on each of those. Even simple stuff like the frequency used makes a difference and incompatibility when push comes to shove and somebody takes a handset to some other country. You are plain wrong on the royalty payments. Yes, it's true, if somebody has the ability to cross-license, they might end up paying each other nothing. But the key is third parties and what THEY have to pay. The whining about Q! royalties has been because companies want to buy Q! technology but don't have anything to trade except cash. So they pay! Same as QUALCOMM or other third parties wanting to start selling GSM ASICs doesn't get free technology - they have to pay and the payment comes out at about 16%! Of course it is difficult to enter the GSM market with the barriers to entry which have been built. With W-CDMA, the other participants wanted Q! to join the "Aren't we all friends together and let's all just be nice and we'll put in our cute little bell, Nokia a whistle and Q! can put in power control, rake receiver, soft handoff, etc, etc and we'll all help ourselves as we need it". Q! rightly said "Take a hike!" Mika, surely you understand that IPR is not all created equal. There might have been an 'industry average'. So what. What matters is what the market will bear for great new technology. If Nokia and co don't like it, let them try inventing their own. HDR might not be a standard, but standards are not necessary to have successful technology [unless some statist thugs make something illegal]. Mqurice

To: Mika Kukkanen who wrote (10279)	5/17/2000 9:39:00 AM
From: gdichaz	Read Replies (3) \| Respond to of 13582

Mika: Since you know so much about Ericsson in the UK, is it fair to assume you might, just might, have something to do with Ericsson in the UK? If so, your statement: The ITU stated three flavours ...(basically the main two are the old cdma2000 camp and the rest of the world WCDMA camp). should send shudders up the spine of anyone who is looking to Ericsson for anything remotely approaching leadership in all flavors (flavours for you) of 3rd gen. Is your "old world" attitude typical of Ericsson people? If so, sad sad sad. From a person who values your insight, which is often very accurate, but is just plain horrified if you are "representing" Ericsson in any way. If so, we need new blood. Best. Chaz