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: Ruffian who wrote (73511)	6/7/2000 7:56:00 PM
From: S100	Read Replies (1) \| Respond to of 152472

Edward (the hatchet) Snyder biz.yahoo.com Lacks a key component. Basically what they did was sign a license agreement with Eastcom that enables Eastcom to build IS95 based equipment which is cell phones and base stations and such. It really does not have any impact on QCOM because there is no service provider in China building out a CDMA system. China Unicom has a small CDMA system in China, but, they already stated publicly that they are not going to expand that system. Therefore even if you had an OEM in China, they would probably not sell much because there is no service operator that would take additional equipment for subscribers since you are not going see to a lot of subscriber growth. So, they are basically adding another OEM. If Eastcom exports to the world market that is basically another licensee but you would basically dividing up the pie as it exists today for the world market instead of adding to it. What QCOM is really looking for is to add a service provider in China that would do CDMA. That would increase subscriber growth because currently there no IS95 or basically QCOM technology service provider expanding a system in China and that is what they are really trying to do. China Unicom was the only proponent of CDMA for a long time and it was being held up by the government as a political football for the WTO. And it got held up so long that the alternative technology, the European technology GSM has such a lead now that it just makes more sense to build out their GSM system so that people can roam between the wider system and China Unicom. You see that If they try to build out the CDMA that is QCOMs technology they would be the only ones doing it and there would be no place for those subscribers to roam really. It would not be completive.