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

To: qveauriche who wrote (72625)	5/27/2000 1:24:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 152472

IX-MC/HDR is 3G. It is here today, in todays Spectrum. WCDMA needs a lot more spectrum, is not here today and cannot do what 1X-MC/HDR can do. See QCOM press release making these assertions below: =============================== SAN DIEGO--(BUSINESS WIRE)--May 26, 2000--Dr. Irwin Mark Jacobs, chairman and chief executive officer of QUALCOMM Incorporated (Nasdaq: QCOM), issued the following statement noting the favorable U.S. House of Representatives vote in support of Permanent Normal Trade Relations (PNTR) with China. "QUALCOMM is very pleased by the House vote in favor of PNTR with China and the positive prospects for China's entry into the World Trade Organization (WTO). PNTR approval is key to expanding United States exports to China." "PNTR is particularly beneficial to QUALCOMM, reducing the prior uncertainty of Chinese government support for a major increase in the use of Code Division Multiple Access (CDMA) technology by China Unicom and possibly others. China has a rapidly expanding need for voice communications and Internet access, both of which are well met by CDMA now and into the indefinite future. Much of the Chinese expansion can now take advantage of the world's first commercial third-generation technology, 1x Multi-Carrier (1xMC), with its order of magnitude advantage over existing non-CDMA technologies in supporting a large subscriber base per base station. Such efficiency is particularly important in the limited radio spectrum available in China's major cities." "QUALCOMM is now supplying 1xMC third-generation chips and software to licensed CDMA infrastructure and subscriber manufacturers worldwide. The Company expects initial deployments of 1xMC networks to begin before the end of this year, and commercial operations by all cdmaOne(TM) operators worldwide during 2001. QUALCOMM is also working with Chinese manufacturers to position them for early entry into infrastructure and handset manufacture of this most advanced technology." "CDMA systems currently operating in China have been supplied by Korean and U.S. manufacturers. Chinese officials and operators have been closely monitoring the successful performance of the rapidly expanding cdmaOne systems in Korea and Japan as well as the United States. Chinese operators are also interested in trials in Korea and Japan of 1xHDR, which supports up to 2.4 Mbps Internet access, both mobile and fixed, while sharing the same base stations as 1xMC, thus minimizing cost. Other third-generation CDMA systems using wider bandwidths than CDMA 1xMC, such as WCDMA/UMTS, although coming to market later and fully supported by QUALCOMM, do not achieve this performance."

To: qveauriche who wrote (72625)	5/27/2000 7:29:00 PM
From: JohnG	Read Replies (1) \| Respond to of 152472

qveauriche. NOK and NTT DOCOMO's problem is 1) QCOM's CDMA is here now and with 1X, QCOM has 3G CDMA here now. It provides reference designs to equipment makers. 2)NOK's and NTT DoCoMo's 3GCDMA is a year or so behind in development (NOK failed in efforts to imblement QCOM's CDMA--their phones just didn't work and were returned to NOK) plus, it has never been deployed before. 3) If more and more major markets like Korea, US, JAPAN, Australia, Brazil, Argintina, Taiwn have nationwide CDMA going soon to 1X CDMA markets, the CDMA carriers due to the much higher spectrum efficiency of CDMA and the fuller features can cut rates and add subscribers making the competing GSM, TDMA, etc carriers suffer greatly for a couple of years--waiting for the opportunity to rip out GSM systems and install the much promoted, not ready for prime time W-CDMA. 4) Europe is a GSM sanctuary and cash cow as is NTT's simi monopoly position in Japan. The NOK strategy and the NTT strategy is a) Stall implemention on QCOM's CDMA wherever possible while they get their W-CDMA up to speed. So much money is involved that they'll do anything and have money from their monopoly status to do so. b) Prevent or delay Asian countries like China, Korea, Taiwan from using QCOM's CDMA to become telecom giants whose exports can compete with NOK, ERICY, JAPAN in the future. By supplying ASICS and reference designs to Asian countries, QCOM raises the spector of the Eurpeans totally loosing control of telecommunications equipment. This mostly European world monopoly would be taken ovr by Korea, China, Taiwan, Cretain Japanese companies and certain North american countries. Thus NOK would like to embrace China while seeking means to maintain controll over their W-CDMA. c) attack QCOM with rumors damaging its stock price. JOhnG