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

To: The Verve who wrote (74220)	6/19/2000 11:39:00 PM
From: rvgent	Read Replies (2) \| Respond to of 152472

Isn't it likely nearly the ENTIRE WORLD will be using a CDMA based device in 10 years? Isn't it likely that Q will, at the very least, be the recipient of a royalty on every CDMA based appliance? How many cell phone users will we have in 2004? I've heard a few sources say 1.3 billion. We have nearly 1/2 a bil now. It's likely that we'll have 2 billion cell phone users in 2010 and it's likely that we'll also have another huge amount of wireless appliances also connected. We might have 3 billion CDMA based phones and appliances connected in 2010. Some thoughts.. CDMA is difficult to implement. It requires a lot of effort and TECHNICAL smarts. Its main strength is in that it is impossible to use spectrum more efficiently. However 10 years from now we might not be as spectrum-starved as we are now (much of the spectrum being used by TV broadcasters will be freed). There is already talk of creating spot markets in spectrum. Wintel is using spectrum in the 24-39Ghz rnage (using some form of time division multiplexing, based on my reading). 10 years from now there might very well might be technologies (ODFM, Time domain, Arraycomm) which utilize broad swathes of spectrum and can afford to utilize spectrum inefficiently using time division multiplexing. Patents are valid for 17 years. Since QCOM first proved that CDMA could work in 1989, I would imagine atleast some of the core patents would expire around the 2010 timeframe. Everyone need have only one CDMA/mobile device (perhaps kept in their wallet). All other personal devices can/likely will communicate through this device to the outside world. I doubt that in 2010 2 billion earthlings will be mobile-enhanced.