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

To: William Hunt who wrote (365)	7/7/2000 7:02:35 AM
From: gdichaz	Read Replies (1) \| Respond to of 197518

If it were possible to look at the games being played in Korea from afar, (with the active help for one player on the part of Bloomberg and Dow Jones), head shaking would be the minimum reaction. (Stock market manipulation based on causing confusion or at least fog, might be a more accurate but probably unprovable motive) The fog is so thick that this makes the situation re China a month or so ago look like childsplay. In the fog though a few things seem to be actual. Samsung has announced that operators will be using CDMA2000 1X (called IS-95C in Korea)in current spectrum starting this October. Samsung has also announced that speeds of 5Mbps in current spectrum with the opportunity for 15Mbps in new spectrum in the second half of next year (2001). In contrast LGIC has announced W-CDMA for 384kbps-2Mbps "in 2002" i.e. the year after. Note: the same as HDR. So the carriers are moving to CDMA2000 in current spectrum this year and are saying they will choose "WCDMA" for the new spectrum. The alleged choice of "WCDMA" is based upon the promises of LGIC apparently: (from William Hunt's post just before this) "According to the company, the testing included interoperability with the current second-generation mobile communication system and there should be no problem in roaming between the cdmaOne-based 2G and W-CDMA-based 3G." So the question is, what is "WCDMA"? Convergence seems to be near. Is "WCDMA" a modified CDMA2000? Will the operators actually choose a technology which is a year late (at least) and doesn't even exist yet (that of LGIC) vs Samsung's which will be much faster and available a year sooner? All this as they are rolling out CDMA2000 (first phase or 1X (called IS-95C in Korea), four months from now? Assume Qualcomm stock price will take a major hit on Bloomberg and Dow Jones reporting (based on information of last week - not today), but that is the pattern of the China reporting so why should we be surprised? Perhaps the reports will even turn out to be true. No way to know, but perhaps the exercise of logic and a careful reading of Samsung's announcement are called for. One special note, is "WCDMA" in Korea a "name - in this case a set of initials" for a modification of CDMA2000 ? Enquiring minds would like to know. It is amazing that the US media seems unable to tell us what is real. Best. Chaz ..

To: William Hunt who wrote (365)	7/7/2000 7:31:25 AM
From: Lipko	Read Replies (1) \| Respond to of 197518

In theory (we hope this only) it seems that Qcom has been outflanked except for the Americas. When so much appears lost, what does Q intend? Surely, they have a contingency plan, but they have been incredibly quiet. Does W-CDMA work? Is there a transition path from GSM? Is it Memorex or real? Q says no - but if so, what is everyone else doing here? I was a believer, but that VERY difficult now. What about inter-operable chipsets? What about WCDMA royalties? Do we now assume that patent victories will be necessary in court? If Q has a chipset/SIM type solution to compatibility, don't we deserve to hear about it in a direct and positive fashion? Will SK Telecom really implement 1X in just a few months, if so, what's that about in the current scenario? How can Korea lay a WCDMA system from the ground up without incredible expense and time? All the public statements of concern with CDMA seem to be about roaming (sub-rosa, about Qcom technology and anti-Americanism?) If roaming is the main concern, then Q needs to provide a solution FIRST AND PATENTED, and inquiring minds (MINE AND YOURS) want to know. Praying that this is the LAST SHOE. John Edit - BLG, I really would like to believe what you wrote in 367, and I hope you're correct. However, can we see SOMETHING positive? John