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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 (241)	7/5/2000 9:53:20 AM
From: Dennis Roth	Read Replies (1) \| Respond to of 197443

We get paid no matter which standard they pick. The only difference is how much and how soon. With synchronous we get paid sooner, there is no big fight over IPR, and dual mode handsets that can also work on cdmaOne are cheaper and easier to implement. With the ETSI flavor, it is likely to be late, Qualcomm may be in the courts for years to settle the IPR issues and may net less royalty per unit. Also some vendors may not make W-CDMA handsets that will work on cdmaOne networks putting cdmaOne 1x 1xEV and 3x networks at a disadvantage.

To: foundation who wrote (241)	7/5/2000 11:04:23 AM
From: gdichaz	Respond to of 197443

Deleleted - duplicate .

To: foundation who wrote (241)	7/5/2000 11:04:31 AM
From: gdichaz	Read Replies (1) \| Respond to of 197443

Benjamin: Reflections on a statement from Ericsson brought to my attention by Eric L: Note: "most infrastructure can be evolved from cdmaOne to cdma2000 1X and then cdma2000 3X or DS-41 with minimal hardware and software upgrades" While cryptic and obscure, I read this as indicating that cdma2000 1X is designed to permit migration to cdma 3X or WCDMA (DS) . And that either path requires minimal hardware and software upgrades - i.e. easy and cheap. Or to put it another way, anyone who currently is using CDMAOne or plans to adopt CDMAOne, has the flexibility to migrate to CDMA 2000 1X and then have the option of going either to CDMA 2000 3X or WCDMA (DS). And if the harmonization effort to make it easy to roam from CDMA 2000 3X and WCDMA (DS) bears fruit, then the choice of one or the other is does not lock in the operator to an "island". The point is that anyone who wishes to eventually end up in WCDMA (DS) can get there as a practical matter from CDMAOne through CDMA2000 1X. So the implication is that a "greenfield investment" (read China for example) need not be put off since the path is clear and relatively simple to either 3rd gen "flavor" CDMA2000 3X or WCDMA (DS). And importantly, this would seem to mean that the Koreans could proceed to install CDMA2000 1X not only on current frequencies but also on the new frequencies while preserving their option to go to CDMA2000 3X (MC) or WCDMA (DS). This could be very attractive in Korea and would mean a major advantage for Qualcomm in the relative near term - i.e. in 2001. Some thoughts, but the fog is still thick. Best. Chaz ...