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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Michael Kimmel who wrote (25989)	6/7/2000 1:29:00 PM
From: Eric L	Respond to of 54805

Michael, << W-CDMA ASIC ... they're just waiting on a final spec >> The 'Release 99' spec for UMTS/UTRA (DS) is final , and has been approved by the ITU for IMT-2000. Perhaps I should say it is only as "final" as it will ever be. The specifications for both UMTS/UTRA (DS) and cdma2000 (MC) are being released in phases. This gives QCOM an advantage on the MC side, but places them somewhat at a disadvantage on the DS side. But you are correct, IMO, that "just because QCOM doesn't have a W-CDMA ASIC in production, doesn't mean that they're not capable. History shows us that they're the most capable. >> - Eric -