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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: foundation who wrote (162)	7/3/2000 2:33:14 PM
From: limtex	Respond to of 197458

BG - You sadi it it is Politics and this Korea situation is just the reason why Finland joined the EU. Just watch who gets involved and what visits are arranged and who is pleased to be receiving who and what ministers are going to see what ministers etc etc. Loans, investment, ease of trade, contracts to be awarded etc. Forget about the cost of the overlay of a non-existant system it is irrelevant and powerless in the face of all that the EU can lay on. Get this ...they don't want to pay the Q and Dr Jacobs and Mr Viterbi....and they talk about the high cost of the royalty to the Q while the GS royalty is much more....this is the European Establishment and they don't want to be servile to Dr J... same old story ...same old song. Further more if DT is allowed to get its claws on Sprint then my guess is that they will drop cdma2000 in the US as well. As it is according to the early June interview with the PCS CEO he said they weren't going to deploy cdma-2000 till Q4 2001 or early 2002. Best regards, L

To: foundation who wrote (162)	7/3/2000 3:21:30 PM
From: Dennis Roth	Read Replies (1) \| Respond to of 197458

Remember what was said in this article just a few days ago, that whatever SK Telecom did the other two might go the other way. hk.co.kr The controversy flared as SK Telecom, the nation's largest mobile carrier, made known its intention to adopt the GSM-based direct spread type for 3G service. To reshape the market structure, Korea Telecom and LG Group, another bidder for the IMT-2000 license, are known to be pushing for a standard different from SK Telecom, the dominant player which took over Shinsegi Telecomm earlier this year. If SK Telecom embraces the GSM mode spearheaded by European solutions providers, Korea Telecom and LG Group may go in an opposite direction to adopt cdma2000, an extension of today's CDMA technology developed by Qualcomm. However, it is also possible that SK Telecom and Korea Telecom would choose Qualcomm's standard. Then, LG Group would be expected to follow suit since it could not create a viable market alone.